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Original filing (PDF)20250922111244NAL0005533872001
TOURNESOL SITEWORKS, LLC
Form 5500
FILING_RECEIVED
TOURNESOL SITEWORKS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
145
Accounts w/ balance
146
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
25 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 (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOURNESOL SITEWORKS, LLC.
Plan sponsor
Name
TOURNESOL SITEWORKS, LLC
EIN
76-0848735
Address
2930 FABER STREET · UNION CITY, CA · 94587
Phone
(510) 240-6811
Industry
Manufacturingsee 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
2025-09-22
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT/FINANCIAL ADVI | $6K | — |
Investments
25 direct securities· $6.8M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.3M | 18.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $878K | 12.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $728K | 10.3% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $714K | 10.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $558K | 7.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $465K | 6.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $312K | 4.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $291K | 4.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $283K | 4.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $269K | 3.8% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $164K | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $163K | 2.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $150K | 2.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $150K | 2.1% | |
| PRINCIPAL MC S&P 400 IDX I | Registered Investment Companies | — | — | $81K | 1.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $40K | 0.6% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $37K | 0.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $36K | 0.5% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $34K | 0.5% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $34K | 0.5% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $29K | 0.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $19K | 0.3% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $17K | 0.2% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $9K | 0.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $6K | <0.1% |
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