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Original filing (PDF)20250924111248NAL0010486754001
TFE, INC.
Form 5500
FILING_RECEIVED
TFE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
66% in single holding
Active participants
141
Accounts w/ balance
187
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: FIRST CITIZENS GOALVIEW COLLECTIVE RETIREMENT TRUST (extraction pending)]" is 66% of plan.
- 51 bps in Schedule C fees — 75% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TFE, INC..
Plan sponsor
Name
TFE, INC.
EIN
59-2928338
Address
1114 RIDGECREST AVE · NORTH AUGUSTA, SC · 29841
Phone
(803) 279-0331
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST CITIZENS BANK AND TRUST CO | — | RALEIGH, NC | INVESTMENT ADVISOR | $30K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | — | SAN DIEGO, CA | TPA | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELLIOTT DAVIS, LLC | — | GREENVILLE, SC | AUDITOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISOR GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
3 direct securities · 3 pooled funds· $850K(8% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$425K
3 holdings
Common Collective Trust
$425K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: FIRST CITIZENS GOALVIEW COLLECTIVE RETIREMENT TRUST (extraction pending)] | — | — | — | $279K | 2.5% | |
| GOLDVIEW MODERATE INSTITUTIONAL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 92-2348703 / PN 001 | Common Collective Trust | — | — | $279K | 2.5% | |
| [DFE: FIRST CITIZENS GOALVIEW COLLECTIVE RETIREMENT TRUST (extraction pending)] | — | — | — | $144K | 1.3% | |
| GOALVIEW AGGRESSIVE INSTITUTIONAL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 92-2348703 / PN 001 | Common Collective Trust | — | — | $144K | 1.3% | |
| [DFE: FIRST CITIZENS GOALVIEW COLLECTIVE RETIREMENT TRUST (extraction pending)] | — | — | — | $2K | <0.1% | |
| GOALVIEW CONSERVATIVE INSTITUTIONAL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 92-2348703 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
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