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Original filing (PDF)20251008093049NAL0005343377001
TK ELEVATOR CORPORATION
Form 5500
FILING_RECEIVED
TK ELEVATOR RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
3,865
Accounts w/ balance
5,404
Plan assets (EOY)
$667.7M
Net assets (EOY)
$667.7M
How this plan invests
This plan
15 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TK ELEVATOR CORPORATION.
Plan sponsor
Name
TK ELEVATOR CORPORATION
EIN
62-1211267
Address
788 CIRCLE 75 PARKWAY SE · SUITE 500 · ATLANTA, GA · 30114
Phone
(678) 319-3240
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $163K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 38-1357951 | — | ACCOUNTANT/AUDITOR | $33K | — |
Investments
35 direct securities · 15 pooled funds· $973.9M(100% 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
$668.9M
35 holdings
Common Collective Trust
$305.0M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity GROWTH COMPANY FUND CLASS K | — | — | — | $112.5M | 16.8% | |
| Fidelity 500 INDEX FUND | — | — | — | $56.7M | 8.5% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $44.2M | 6.6% | |
| Fidelity FREEDOM INDEX 2030 FUND | — | — | — | $44.2M | 6.6% | |
| Fidelity FREEDOM INDEX 2040 FUND | — | — | — | $41.5M | 6.2% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $41.5M | 6.2% | |
| Fidelity FREEDOM INDEX 2045 FUND | — | — | — | $38.7M | 5.8% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $38.7M | 5.8% | |
| Fidelity FREEDOM INDEX 2035 FUND | — | — | — | $34.2M | 5.1% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $34.2M | 5.1% | |
| Fidelity FREEDOM INDEX 2050 FUND | — | — | — | $32.7M | 4.9% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $32.7M | 4.9% | |
| Fidelity FREEDOM INDEX 2055 FUND | — | — | — | $30.1M | 4.5% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $30.1M | 4.5% | |
| Fidelity CONTRAFUND FUND CLASS K | — | — | — | $27.8M | 4.2% | |
| T. Rowe Price T. ROWE PRICE MID-CAP GROWTH FUND I | — | — | — | $24.2M | 3.6% | |
| Fidelity FREEDOM INDEX 2025 FUND | — | — | — | $23.0M | 3.4% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $23.0M | 3.4% | |
| Fidelity MANAGED INCOME PORTFOLIO II CLASS I | — | — | — | $21.5M | 3.2% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $20.3M | 3.0% | |
| MFS Investors MFS VALUE FUND CLASS R6 | — | — | — | $18.5M | 2.8% | |
| Fidelity BALANCED FUND CLASS K | — | — | — | $17.5M | 2.6% | |
| Fidelity MID CAP INDEX FUND | — | — | — | $16.0M | 2.4% | |
| Fidelity FREEDOM INDEX 2060 FUND | — | — | — | $14.7M | 2.2% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $14.7M | 2.2% | |
| Fidelity Money market fund - Fidelity Treasury Only Money Market Fund | — | — | — | $11.4M | 1.7% | |
| 9.50 percent - | — | — | — | $10.8M | 1.6% | |
| Fidelity FREEDOM INDEX 2020 FUND | — | — | — | $10.7M | 1.6% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $10.7M | 1.6% | |
| Fidelity Self-directed brokerage investments - Fidelity Brokerage Link | — | — | — | $9.9M | 1.5% | |
| Fidelity US BOND INDEX FUND | — | — | — | $9.5M | 1.4% | |
| Victory Capital VICTORY SYCAMORE ESTABLISHED VALUE FUND R6 | — | — | — | $9.5M | 1.4% | |
| Fidelity FREEDOM INDEX 2010 FUND | — | — | — | $7.8M | 1.2% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $7.8M | 1.2% | |
| ClearBridge Investments CLEARBRIDGE INTERNATIONAL GROWTH FUND CLASS I | — | — | — | $7.1M | 1.1% | |
| Fidelity SMALL CAP INDEX FUND | — | — | — | $6.6M | 1.0% | |
| Fidelity SMALL CAP GROWTH FUND | — | — | — | $6.1M | 0.9% | |
| Dodge & Cox Funds DODGE & COX INTERNATIONAL STOCK FUND | — | — | — | $5.4M | 0.8% | |
| Principal Global Investors PRINCIPAL HIGH YIELD INSTITUTIONAL FUND | — | — | — | $4.7M | 0.7% | |
| Fidelity FREEDOM INDEX 2065 FUND | — | — | — | $4.0M | 0.6% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $4.0M | 0.6% | |
| JPMorgan UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND R6 | — | — | — | $3.6M | 0.5% | |
| Fidelity FREEDOM INDEX INCOME FUND | — | — | — | $2.4M | 0.4% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $2.4M | 0.4% | |
| Fidelity TOTAL INTERNATIONAL INDEX FUND | — | — | — | $2.2M | 0.3% | |
| American Funds AMERICAN FUNDS NEW WORLD R6 | — | — | — | $1.9M | 0.3% | |
| Janus Investment Fund JANUS HENDERSON DEVELOPED WORLD BOND FUND I | — | — | — | $1.0M | 0.1% | |
| Fidelity FREEDOM INDEX 2015 FUND | — | — | — | $593K | <0.1% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $593K | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |
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