Back to filter
Original filing (PDF)20250922130015NAL0004750769001
TLC ENGINEERING SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
TLC ENGINEERING SOLUTIONS, INC., SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
527
Accounts w/ balance
688
Plan assets (EOY)
$90.9M
Net assets (EOY)
$90.9M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TLC ENGINEERING SOLUTIONS, INC..
Plan sponsor
Name
TLC ENGINEERING SOLUTIONS, INC.
EIN
59-1228645
Address
255 SOUTH ORANGE AVENUE, SUITE 1600 · ORLANDO, FL · 32801
Phone
(689) 269-5200
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
VESTAL & WILER CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHMANN | 38-3567911 | — | SERVICE PROVIDER | $24K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $3K | — |
Investments
40 direct securities· $83.3M(92% of reported assets)
Uncategorized
$76.0M
39 holdings
Mutual Funds
$7.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Mutual Funds | — | — | $7.3M | 8.0% | |
| American Funds American Funds Growth Fund | — | — | — | $5.0M | 5.5% | |
| Putnam Large-Cap Value Fund | — | — | — | $4.4M | 4.9% | |
| American Funds American Funds Washington Mutual Investors | — | — | — | $4.3M | 4.8% | |
| Parnassus Core Equity Fund | — | — | — | $4.1M | 4.5% | |
| Massachusetts Investors Massachusetts Investors Growth Stock Fund | — | — | — | $4.0M | 4.4% | |
| Voya Large-Cap Growth Portfolio Institutional | — | — | — | $4.0M | 4.4% | |
| American Funds American Funds American Balanced Fund | — | — | — | $3.2M | 3.6% | |
| Voya Large-Cap Value Portfolio Institutional | — | — | — | $3.1M | 3.4% | |
| Janus Henderson Janus Henderson Enterprise Fund | — | — | — | $3.0M | 3.3% | |
| T. Rowe Price T. Rowe Price Science and Technology Fund Advisor | — | — | — | $3.0M | 3.3% | |
| T. Rowe Price T. Rowe Price Capital Appreciation Portfolio Institutional | — | — | — | $2.7M | 3.0% | |
| American Funds American Funds New Perspective | — | — | — | $2.6M | 2.9% | |
| Vanguard Mid-Cap Index Fund Admiral | — | — | — | $2.6M | 2.8% | |
| Voya Intermediate Bond Fund I | — | — | — | $2.1M | 2.3% | |
| American Funds American Funds 2035 Target Date | — | — | — | $2.1M | 2.3% | |
| American Funds American Funds 2030 Target Date | — | — | — | $2.1M | 2.3% | |
| American Funds American Funds 2055 Target Date | — | — | — | $1.9M | 2.1% | |
| Voya Mid-Cap Opportunity Portfolio I | — | — | — | $1.9M | 2.1% | |
| American Funds American Funds EuroPacific Growth Fund | — | — | — | $1.8M | 2.0% | |
| American Funds American Funds 2060 Target Date | — | — | — | $1.8M | 2.0% | |
| Vanguard Small-Cap Index Fund Admiral | — | — | — | $1.8M | 2.0% | |
| American Funds American Funds 2045 Target Date | — | — | — | $1.7M | 1.8% | |
| American Funds Allspring Special Small-Cap Value Fund Institutional | — | — | — | $1.6M | 1.8% | |
| Voya Corporate Leaders 100 Fund | — | — | — | $1.6M | 1.8% | |
| American Funds American Funds 2050 Target Date | — | — | — | $1.4M | 1.5% | |
| T. Rowe Price T.Rowe Price Drivers Mid Cap Growth Portfolio I | — | — | — | $1.3M | 1.4% | |
| Allspring Special Mid-Cap Value Fund Admiral | — | — | — | $1.1M | 1.2% | |
| Neuberger Berman Neuberger Berman Genesis Fund | — | — | — | $1.0M | 1.1% | |
| American Funds American Funds 2040 Target Date | — | — | — | $858K | 0.9% | |
| Vanguard Long-Term Investment-Grade Fund Admiral | — | — | — | $829K | 0.9% | |
| Calvert Short Duration Income Fund | — | — | — | $752K | 0.8% | |
| Invesco Value Opportunity | — | — | — | $581K | 0.6% | |
| American Funds American Funds 2065 Target Date | — | — | — | $544K | 0.6% | |
| American Funds American Funds 2025 Target Date | — | — | — | $438K | 0.5% | |
| Invesco Gold & Special Minerals Fund | — | — | — | $430K | 0.5% | |
| American Funds American Funds 2020 Target Date | — | — | — | $272K | 0.3% | |
| Money market fund * Voya Government Money Market Portfolio I | — | — | — | $38K | <0.1% | |
| American Funds American Funds 2010 Target Date | — | — | — | $17K | <0.1% | |
| American Funds American Funds 2015 Target Date | — | — | — | $3K | <0.1% |
Related plans
Other plans using REHMANN
DARDEN RESTAURANTS, INC.
DARDEN SAVINGS PLAN
$1.6B · 197,946 participants
DANA LIMITED
DANA RETIREMENT SAVINGS PLAN
$895.8M · 2,537 participants
MAGNIT GLOBAL SOLUTIONS, INC.
MAGNIT GLOBAL SOLUTIONS, INC. AND SUBSIDIARIES 401(K) EMPLOYEE SAVINGS PLAN
$484.2M · 26,041 participants
DANA LIMITED
DANA HOURLY BARGAINED RETIREMENT AND SAVINGS PLAN
$274.8M · 5,873 participants
WEBASTO ROOF SYSTEMS INC.
ONE WEBASTO 401(K) RETIREMENT SAVINGS PLAN
$166.8M · 2,572 participants
RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION
RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN
$92.3M · 173 participants
Similar-size Engineering Services plans
ISG DIFFERENCE, INC.
ISG EMPLOYEE STOCK OWNERSHIP PLAN
$91.1M · 454 participants
ADVANCED ELEMENTS, INC.
ADVANCED ELEMENTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$91.1M · 286 participants
BOSTON DYNAMICS, INC.
BOSTON DYNAMICS, INC. 401(K) RETIREMENT PLAN
$91.3M · 807 participants
MSA PROFESSIONAL SERVICES, INC.
MSA PROFESSIONAL SERVICES, INC. SAVINGS PLAN
$91.4M · 459 participants
QUEST GLOBAL SERVICES N.A., INC.
QUEST GLOBAL 401(K) PLAN
$90.3M · 2,023 participants
SCHNABEL, INC. D/B/A SCHNABEL ENGINEERING, INC.
SCHNABEL, INC. 401(K) AND PROFIT SHARING PLAN
$90.2M · 611 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants