Original filing (PDF)20251015150144NAL0005227729001

TERMINAL INVESTMENT CORPORATION

Name: TERMINAL INVESTMENT CORPORATION — TICO 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: TERMINAL INVESTMENT CORPORATION

Form 5500

FILING_RECEIVED

TICO 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

491

Accounts w/ balance

670

Plan assets (EOY)

$10.6M

Net assets (EOY)

$10.6M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TERMINAL INVESTMENT CORPORATION.

Plan sponsor

Name

TERMINAL INVESTMENT CORPORATION

EIN

58-6015509

Address

PO BOX 1434 · SAVANNAH, GA · 31402

Phone

(912) 629-1453

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INS AND ANNUITY CO	71-0294708	—	SERVICE PROVIDER	$463	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT	26-0378460	—	INVESTMENT ADVISORY	$41	—

Investments

1 pooled fund· $9.2M(87% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
SEPARATE ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	$9.2M	86.8%

1–1 of 1

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