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Original filing (PDF)20251008092735NAL0009114176001
TK ELEVATOR
Form 5500
FILING_RECEIVED
TK AIRPORT SOLUTIONS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
141
Accounts w/ balance
168
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
15 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TK ELEVATOR.
Plan sponsor
Name
TK ELEVATOR
EIN
62-1211267
Address
788 CIRCLE 75 PARKWAY SE · SUITE 500 · ATLANTA, GA · 30339
Phone
(678) 319-3248
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE AND 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 | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 38-1357951 | — | ACCOUNTANT/AUDITOR | $25K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
34 direct securities · 15 pooled funds· $8.6M(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
$6.9M
34 holdings
Common Collective Trust
$1.8M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Balanced Fund | — | — | — | $1.1M | 16.4% | |
| Fidelity 500 Index Fund | — | — | — | $1.1M | 15.9% | |
| Fidelity Growth Company Fund | — | — | — | $417K | 6.1% | |
| Fidelity Contrafund | — | — | — | $341K | 5.0% | |
| Fidelity FIAM Index Target Date 2045 | — | — | — | $308K | 4.5% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $308K | 4.5% | |
| Fidelity FIAM Index Target Date 2030 | — | — | — | $271K | 3.9% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $271K | 3.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $259K | 3.8% | |
| Fidelity Total International Index Fund | — | — | — | $258K | 3.8% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth Fund | — | — | — | $253K | 3.7% | |
| Fidelity Money market fund - Fidelity Treasury Only Money Market Fund | — | — | — | $241K | 3.5% | |
| Participants Participant notes receivable with interest rates ranging from 3.25 to 8.50 percent - | — | — | — | $239K | 3.5% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $228K | 3.3% | |
| Fidelity FIAM Index Target Date 2025 | — | — | — | $218K | 3.2% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $218K | 3.2% | |
| Fidelity FIAM Index Target Date 2035 | — | — | — | $210K | 3.1% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $210K | 3.1% | |
| Fidelity FIAM Index Target Date 2055 | — | — | — | $186K | 2.7% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $186K | 2.7% | |
| Fidelity FIAM Index Target Date 2050 | — | — | — | $174K | 2.5% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $174K | 2.5% | |
| Fidelity FIAM Index Target Date 2040 | — | — | — | $152K | 2.2% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $152K | 2.2% | |
| Fidelity Small Cap Growth K6 Fund | — | — | — | $148K | 2.2% | |
| MFS Investors MFS Value Fund | — | — | — | $148K | 2.2% | |
| Fidelity FIAM Index Target Date 2020 | — | — | — | $85K | 1.2% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $85K | 1.2% | |
| ClearBridge Investments ClearBridge International Growth Fund Class I | — | — | — | $79K | 1.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $73K | 1.1% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund R6 | — | — | — | $60K | 0.9% | |
| Dodge & Cox Funds Dodge & Cox International Stock Fund | — | — | — | $49K | 0.7% | |
| Fidelity FIAM Index Target Date 2060 | — | — | — | $46K | 0.7% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $46K | 0.7% | |
| Principal Global Investors Principal High Yield Fund Institutional Class | — | — | — | $46K | 0.7% | |
| Victory Capital Victory Sycamore Established Value Fund | — | — | — | $41K | 0.6% | |
| Fidelity Managed Income Portfolio II | — | — | — | $31K | 0.4% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $29K | 0.4% | |
| Fidelity FIAM Index Target Date 2065 | — | — | — | $27K | 0.4% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $27K | 0.4% | |
| Fidelity FIAM Index Target Date 2010 | — | — | — | $20K | 0.3% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $20K | 0.3% | |
| Fidelity FIAM Index Target Date Income | — | — | — | $18K | 0.3% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $18K | 0.3% | |
| Fidelity FIAM Index Target Date 2015 | — | — | — | $12K | 0.2% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $12K | 0.2% | |
| Janus Henderson Investors Janus Henderson Developed World Bond Fund Class I | — | — | — | $7K | 0.1% | |
| American Funds American Funds New World Fund Class R-6 | — | — | — | $5K | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |