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Original filing (PDF)20250909131952NAL0012891955001
TRANSCONTINENTAL US, LLC
Form 5500
FILING_RECEIVED
SAVINGS PLAN FOR TRANSCONTINENTAL US, LLC AND CERTAIN OF ITS AFFILIATES
401(k) retirement plan
Active participants
2,003
Accounts w/ balance
2,971
Plan assets (EOY)
$185.6M
Net assets (EOY)
$185.6M
How this plan invests
This plan
20 pooled trusts
Schedule D
29 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
- 23 bps in Schedule C fees — 135% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSCONTINENTAL US, LLC.
Plan sponsor
Name
TRANSCONTINENTAL US, LLC
EIN
76-0678895
Address
8700 WEST BRYN MAWR AVENUE · SUITE 1000N · CHICAGO, IL · 60631
Phone
(847) 226-4361
Industry
Manufacturingsee 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
2025-09-09
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $253K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON HEWITT INVESTMENT CONSULTING | 36-3109431 | — | ADVISOR | $154K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS, LLP | 44-0160260 | — | AUDITOR | $20K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STOEL RIVES LLP | 93-0408771 | — | LEGAL | $9K | — |
Investments
10 direct securities · 20 pooled funds· $252.4M(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.
Common Collective Trust
$180.5M
20 holdings
Uncategorized
$71.9M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH IDX 2030 G BLACKROCK · EIN 82-3152218 / PN 001 | Common Collective Trust | — | — | $22.5M | 12.1% | |
| S&P 500 Index Class II | — | — | — | $21.8M | 11.7% | |
| STATE STREET S&P 500 IDX CLASS II STATE STREET · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $21.8M | 11.7% | |
| LifePath Index Retirement Fund Q | — | — | — | $19.4M | 10.5% | |
| BLACKROCK LIFEPATH IDX RET G BLACKROCK · EIN 82-3274988 / PN 001 | Common Collective Trust | — | — | $19.4M | 10.5% | |
| AON LG CAP EQ I AON HEWITT · EIN 37-6543784 / PN 001 | Common Collective Trust | — | — | $18.9M | 10.2% | |
| BLACKROCK LIFEPATH IDX 2035 G BLACKROCK · EIN 82-3182755 / PN 001 | Common Collective Trust | — | — | $18.6M | 10.0% | |
| BLACKROCK LIFEPATH IDX 2040 G BLACKROCK · EIN 82-3199119 / PN 001 | Common Collective Trust | — | — | $13.0M | 7.0% | |
| Russell Small/Mid Cap Index II | — | — | — | $11.0M | 5.9% | |
| STATE ST RUSSELL SM/MD CP IDX II STATE STREET · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $11.0M | 5.9% | |
| BLACKROCK LIFEPATH IDX 2045 G BLACKROCK · EIN 82-3214715 / PN 001 | Common Collective Trust | — | — | $10.6M | 5.7% | |
| GOLDMAN SACHS STABLE VAL L CL 1 GOLDMAN SACHS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $10.5M | 5.7% | |
| BLACKROCK LIFEPATH IDX 2050 G BLACKROCK · EIN 82-3226904 / PN 001 | Common Collective Trust | — | — | $7.9M | 4.3% | |
| BLACKROCK LIFEPATH IDX 2055 G BLACKROCK · EIN 82-3243273 / PN 001 | Common Collective Trust | — | — | $5.1M | 2.7% | |
| Non-US Equity I | — | — | — | $4.9M | 2.6% | |
| AON NON-US EQ I AON HEWITT · EIN 37-6543784 / PN 001 | Common Collective Trust | — | — | $4.9M | 2.6% | |
| 9.50%, maturing through July 2052 | — | — | — | $4.7M | 2.5% | |
| Participants Notes Receivable with interest rates of 3.25% to 9.50% | — | — | — | $4.7M | 2.5% | |
| AON SMALL & MID CAP EQ I AON HEWITT · EIN 37-6543784 / PN 001 | Common Collective Trust | — | — | $4.1M | 2.2% | |
| BLACKROCK LIFEPATH IDX 2060 G BLACKROCK · EIN 82-3258496 / PN 001 | Common Collective Trust | — | — | $3.8M | 2.0% | |
| Income I | — | — | — | $3.5M | 1.9% | |
| AON INCOME STRATEGY I AON HEWITT · EIN 37-6543784 / PN 010 | Common Collective Trust | — | — | $3.5M | 1.9% | |
| BLACKROCK LIFEPATH IDX 2065 G BLACKROCK · EIN 84-1787954 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.1% | |
| U.S. Bond Index Class XIV | — | — | — | $1.7M | 0.9% | |
| STATE STREET U.S. BD IDX CL XIV STATE STREET · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $1.7M | 0.9% | |
| STATE ST GL ALL CP EX US IDX CL II STATE STREET · EIN 04-0025081 / PN 444 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| BlackRock Stg Completion Non-Lend M | — | — | — | $89K | <0.1% | |
| BLACKROCK STG COMPLETION NON-LEND M BLACKROCK · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $89K | <0.1% | |
| State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $46K | <0.1% | |
| BLACKROCK LIFEPATH IDX 2025 G BLACKROCK · EIN 82-3142583 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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