Back to filter
Original filing (PDF)20251014112124NAL0001277859001
TEC-MASTERS, INC.
Form 5500
FILING_RECEIVED
TEC-MASTERS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
128
Accounts w/ balance
187
Plan assets (EOY)
$20.8M
Net assets (EOY)
$20.8M
How this plan invests
This plan
32 pooled trusts
Schedule D
33 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 (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEC-MASTERS, INC..
Plan sponsor
Name
TEC-MASTERS, INC.
EIN
63-0971481
Address
1500 PERIMETER PKWY NW · SUITE 215 · HUNTSVILLE, AL · 358063520
Phone
(256) 830-4000
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
TEC-MASTERS, INC.
EIN
63-0971481
City
HUNTSVILLE, AL
Phone
(256) 830-4000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HILL FOGG, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH THORNTON ADVISORS, LLC | 45-3064370 | — | INVESTMENT ADVISORY | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
27 direct securities · 32 pooled funds· $35.8M(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
$19.9M
27 holdings
Common Collective Trust
$15.9M
32 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| flexPATH Strategies RetirePilot American Funds 2030 Class R1 | — | — | — | $3.5M | 16.8% | |
| RETPILOT AMERI FDS 2030 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304142 / PN 001 | Common Collective Trust | — | — | $3.5M | 16.8% | |
| flexPATH Strategies RetirePilot American Funds 2025 Class R1 | — | — | — | $3.1M | 14.7% | |
| RETPILOT AMERI FDS 2025 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304141 / PN 001 | Common Collective Trust | — | — | $3.1M | 14.7% | |
| flexPATH Strategies RetirePilot American Funds 2010 Class R1 | — | — | — | $2.3M | 10.9% | |
| RETPILOT AMERI FDS 2010 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304138 / PN 001 | Common Collective Trust | — | — | $2.3M | 10.9% | |
| Fidelity Investments 500 Index Fund | — | — | — | $2.1M | 9.9% | |
| flexPATH Strategies RetirePilot American Funds 2040 Class R1 | — | — | — | $2.0M | 9.6% | |
| RETPILOT AMERI FDS 2040 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304144 / PN 001 | Common Collective Trust | — | — | $2.0M | 9.6% | |
| flexPATH Strategies RetirePilot American Funds 2035 Class R1 | — | — | — | $1.3M | 6.4% | |
| RETPILOT AMERI FDS 2035 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304143 / PN 001 | Common Collective Trust | — | — | $1.3M | 6.4% | |
| flexPATH Strategies RetirePilot American Funds 2045 Class R1 | — | — | — | $1.1M | 5.1% | |
| RETPILOT AMERI FDS 2045 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304145 / PN 001 | Common Collective Trust | — | — | $1.1M | 5.1% | |
| Principal Fixed Income Guaranteed Option | — | — | — | $757K | 3.6% | |
| flexPATH Strategies RetirePilot American Funds 2050 Class R1 | — | — | — | $721K | 3.5% | |
| RETPILOT AMERI FDS 2050 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304146 / PN 001 | Common Collective Trust | — | — | $721K | 3.5% | |
| flexPATH Strategies RetirePilot American Funds 2020 Class R1 | — | — | — | $701K | 3.4% | |
| RETPILOT AMERI FDS 2020 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304140 / PN 001 | Common Collective Trust | — | — | $701K | 3.4% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $509K | 2.4% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $434K | 2.1% | |
| CORE PLUS BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $356K | 1.7% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $342K | 1.6% | |
| Participant loans Interest rates at 5.25% to 10.50%; maturities 1 to 5 years -0- | — | — | — | $285K | 1.4% | |
| flexPATH Strategies Mid Cap Growth II Class R1 Fund | — | — | — | $169K | 0.8% | |
| RETPILOT AMERI FDS 2055 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304147 / PN 001 | Common Collective Trust | — | — | $169K | 0.8% | |
| Fidelity Investments International Index Fund | — | — | — | $125K | 0.6% | |
| MFS International Equity Fund Class R6 | — | — | — | $109K | 0.5% | |
| flexPATH Strategies RetirePilot American Funds 2015 Class R1 | — | — | — | $99K | 0.5% | |
| RETPILOT AMERI FDS 2015 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304139 / PN 001 | Common Collective Trust | — | — | $99K | 0.5% | |
| PIMCO Income Fund Institutional Class | — | — | — | $97K | 0.5% | |
| Federated Investment Management Hermes MDT Small Cap Growth Fund Class R6 | — | — | — | $89K | 0.4% | |
| (E) | — | — | — | $84K | 0.4% | |
| Charles Schwab Bank Self-Directed Brokerage Account | — | — | — | $84K | 0.4% | |
| flexPATH Strategies RetirePilot American Funds 2065 Class R1 | — | — | — | $81K | 0.4% | |
| RETPILOT AMERI FDS 2065 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304149 / PN 001 | Common Collective Trust | — | — | $81K | 0.4% | |
| LARGE CAP VALUE III R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $72K | 0.3% | |
| JPMorgan Global Bond Opportunities R6 | — | — | — | $68K | 0.3% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $48K | 0.2% | |
| MID CAP VALUE FUND II CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $47K | 0.2% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $45K | 0.2% | |
| Dimensional Fund Advisors Emerging Markets Institutional Fund | — | — | — | $40K | 0.2% | |
| flexPATH Strategies RetirePilot American Funds 2060 Class R1 | — | — | — | $37K | 0.2% | |
| RETPILOT AMERI FDS 2060 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304148 / PN 001 | Common Collective Trust | — | — | $37K | 0.2% | |
| Allspring Global Investments Special Small Cap Value R6 Fund | — | — | — | $27K | 0.1% | |
| FLEXPATH INDEX CONSERV 2025 R1 GREAT GRAY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERV RETIRE GREAT GRAY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2055 GREAT GRAY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $0 | <0.1% | |
| RELIANCE METLIFE SERIE 25053 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2055 GREAT GRAY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2035 GREAT GRAY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE RETIRE GREAT GRAY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE RETI GREAT GRAY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2045 GREAT GRAY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2025 GREAT GRAY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERV 2035 R1 GREAT GRAY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2045 GREAT GRAY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE STANDARD STABLE ASSET II THE STANDARD · EIN 93-0242990 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2035 GREAT GRAY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERV 2045 R1 GREAT GRAY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size All Other Professional Services plans
THE AZOFF COMPANY LLC
THE AZOFF COMPANY 401(K) PLAN AND TRUST
$20.8M · 273 participants
MACKENZIE PARTNERS, INC.
MACKENZIE PARTNERS, INC. 401(K) PLAN
$20.8M · 24 participants
SIGN A RAMA, INC.
U.F.G. GROUP 401(K) RETIREMENT PLAN
$20.8M · 194 participants
PACIFIC BIOLABS
PACIFIC BIOLABS 401(K) PLAN
$20.9M · 124 participants
ERROL L. MONTGOMERY & ASSOCIATES, INC.
ERROL L. MONTGOMERY & ASSOCIATES 401(K) PLAN
$20.7M · 85 participants
CONTINUUM DYNAMICS, INC.
C.D.I. 401(K) PENSION PLAN
$20.7M · 25 participants
Large plans in Alabama
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants