Back to filter
Original filing (PDF)20250924091342NAL0008414960001
TANGENT TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
TANGENT TECHNOLOGIES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
438
Accounts w/ balance
231
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
1 pooled trust
Schedule D
39 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
100
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 55 bps in Schedule C fees — 91% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TANGENT TECHNOLOGIES, LLC.
Plan sponsor
Name
TANGENT TECHNOLOGIES, LLC
EIN
61-1437265
Address
1001 SULLIVAN ROAD · AURORA, IL · 60506
Phone
(630) 264-4097
Industry
Manufacturingsee 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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS, INC | 52-1309931 | — | NONE | $57K | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| PIMCO | 33-0629048 | — | NONE | $0 | — |
| ALLSPRING GLOBAL | 41-0449260 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| LEGG MASON | 52-1200960 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
Investments
31 direct securities · 1 pooled fund· $10.1M(98% 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
$9.7M
30 holdings
Common Collective Trust
$422K
1 holding
Mutual Funds
$24K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2045 Fund | — | — | — | $1.4M | 13.3% | |
| T Rowe Price Retirement 2025 Fund | — | — | — | $1.3M | 12.4% | |
| T Rowe Price Retirement 2035 Fund | — | — | — | $1.3M | 12.2% | |
| T Rowe Price Retirement 2050 Fund | — | — | — | $1.1M | 10.7% | |
| T Rowe Price Retirement 2030 Fund | — | — | — | $822K | 8.0% | |
| T Rowe Price Retirement 2055 Fund | — | — | — | $704K | 6.9% | |
| T Rowe Price Retirement 2040 Fund | — | — | — | $685K | 6.7% | |
| T. ROWE PRICE RETIREMENT 2020 INV MUTUAL FUND | — | — | — | $449K | 4.4% | |
| T. ROWE PRICE STABLE VALUE E T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $422K | 4.1% | |
| Fidelity 500 Index Fund | — | — | — | $412K | 4.0% | |
| T Rowe Price Retirement 2065 Fund | — | — | — | $210K | 2.0% | |
| American Funds New Perspective - Class R6 | — | — | — | $199K | 1.9% | |
| Clearbridge Large Cap Growth Fund Class IS | — | — | — | $160K | 1.6% | |
| T Rowe Price Retirement 2060 Fund | — | — | — | $156K | 1.5% | |
| Participant loans Interest rates from 4.25% to 9.50% - 0 - | — | — | — | $139K | 1.4% | |
| T Rowe Price Dividend Growth Fund | — | — | — | $132K | 1.3% | |
| Dimensional DFA US Targeted Value Portfolio | — | — | — | $101K | 1.0% | |
| Dimensional DFA Real Estate Securities Fund Institutional Class | — | — | — | $64K | 0.6% | |
| Fidelity Mid Cap Index Fund | — | — | — | $59K | 0.6% | |
| T. ROWE PRICE GOVERNMENT MONEY INV INTEREST-BEARING CASH | — | — | — | $55K | 0.5% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $55K | 0.5% | |
| Franklin Templeton Western Asset Core Plus Bond Fund | — | — | — | $54K | 0.5% | |
| Fidelity Total International Index Fund | — | — | — | $49K | 0.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $41K | 0.4% | |
| Fidelity US Bond Index Fund | — | — | — | $32K | 0.3% | |
| PIMCO Income Fund Class I-2 | — | — | — | $32K | 0.3% | |
| JPMorgan Equity Income Fund Class R6 | — | — | — | $25K | 0.2% | |
| ALLSPRING SPEC MD CP VAL I MUTUAL FUND | Mutual Funds | — | — | $24K | 0.2% | |
| MFS New Discovery Fund Class A | — | — | — | $20K | 0.2% | |
| T Rowe Price Retirement 2005 Fund | — | — | — | $14K | 0.1% | |
| MFS International Diversification Fund Class R6 | — | — | — | $6K | <0.1% | |
| PIMCO Commodity Real Return Strategy | — | — | — | $3K | <0.1% |