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Original filing (PDF)20251014143335NAL0001510563001
TIMECLOCK PLUS, LLC
Form 5500
FILING_RECEIVED
TIMECLOCK PLUS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
376
Accounts w/ balance
688
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 60% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIMECLOCK PLUS, LLC.
Plan sponsor
Name
TIMECLOCK PLUS, LLC
EIN
75-2245870
Address
1 TIME CLOCK DRIVE · SAN ANGELO, TX · 76904
Phone
(325) 223-9500
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA | — | NEW YORK, NY | INVESTMENT ADVISOR | $33K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
Investments
32 direct securities· $15.5M(100% of reported assets)
Uncategorized
$15.4M
31 holdings
Mutual Funds
$39K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2055 INSTL PREM N/R | — | — | — | $2.8M | 18.1% | |
| FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2045 INSTL PREM N/R | — | — | — | $2.0M | 12.7% | |
| FIDELITY INVESTMENTS FIDELITY 500 INDEX N/R | — | — | — | $1.9M | 12.5% | |
| FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2050 INSTL PREM N/R | — | — | — | $1.7M | 11.1% | |
| FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2035 INSTL PREM N/R | — | — | — | $1.3M | 8.1% | |
| FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2030 INSTL PREM N/R | — | — | — | $763K | 4.9% | |
| FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2060 INSTL PREM N/R | — | — | — | $699K | 4.5% | |
| FIDELITY INVESTMENTS FIDELITY INTERNATIONAL INDEX N/R | — | — | — | $496K | 3.2% | |
| FIDELITY INVESTMENTS FIDELITY US BOND INDEX N/R | — | — | — | $465K | 3.0% | |
| FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2040 INSTL PREM N/R | — | — | — | $432K | 2.8% | |
| FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2025 INSTL PREM N/R | — | — | — | $393K | 2.5% | |
| FIDELITY INVESTMENTS FIDELITY MID CAP INDEX N/R | — | — | — | $333K | 2.2% | |
| FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2020 INSTL PREM N/R | — | — | — | $291K | 1.9% | |
| FIDELITY INVESTMENTS FIDELITY EMERGING MARKETS INDEX N/R | — | — | — | $226K | 1.5% | |
| FIDELITY INVESTMENTS FIDELITY SMALL CAP INDEX N/R | — | — | — | $219K | 1.4% | |
| FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2065 INSTL PREM N/R | — | — | — | $192K | 1.2% | |
| JPMORGAN LARGE CAP GROWTH R6 N/R | — | — | — | $171K | 1.1% | |
| INSURANCE COMPANY OF AMERICA * Participant Loans Maturities varying from one to five years and interest $0 | — | — | — | $164K | 1.1% | |
| EMPOWER ANNUITY EI FIXED ACCOUNT - SERIES CLASS I N/R | — | — | — | $149K | 1.0% | |
| FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX INC INSTL PREM N/R | — | — | — | $146K | 0.9% | |
| PUTNAM GLOBAL TECHNOLOGY R6 N/R | — | — | — | $111K | 0.7% | |
| FIDELITY INVESTMENTS FIDELITY REAL ESTATE INDEX N/R | — | — | — | $105K | 0.7% | |
| T. ROWE PRICE T. ROWE PRICE DIVERSIFIED MID CAP GR I N/R | — | — | — | $69K | 0.4% | |
| AMERICAN FUNDS AMERICAN FUNDS INFLATION LINKED BD R6 N/R | — | — | — | $61K | 0.4% | |
| MFS INTERNATIONAL GROWTH R6 N/R | — | — | — | $58K | 0.4% | |
| BLACKROCK TOTAL RETURN K N/R | — | — | — | $52K | 0.3% | |
| FIDELITY INVESTMENTS FIDELITY NASDAQ COMPOSITE INDEX N/R | — | — | — | $46K | 0.3% | |
| MFS VALUE R6 N/R | — | — | — | $40K | 0.3% | |
| ALLSPRINGS SPECIAL SMALL CAP VALUE R6 N/R | Mutual Funds | — | — | $39K | 0.3% | |
| PGIM INVESTMENTS PGIM HIGH-YIELD R6 N/R | — | — | — | $29K | 0.2% | |
| JPMORGAN SMALL CAP GROWTH R6 N/R | — | — | — | $26K | 0.2% | |
| MFS MID CAP VALUE R6 N/R | — | — | — | $4K | <0.1% |