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Original filing (PDF)20250822131447NAL0005140529001
TEKION CORP
Form 5500
FILING_RECEIVED
TEKION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
659
Accounts w/ balance
606
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
26 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 (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEKION CORP.
Plan sponsor
Name
TEKION CORP
EIN
81-1354314
Address
5934 GIBRALTAR DRIVE · PLEASANTON, CA · 94588
Phone
(480) 840-4223
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
2025-08-22
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MUN CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $15K | — |
Investments
26 direct securities· $16.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $3.0M | 18.6% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $2.0M | 12.2% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $1.8M | 11.4% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $1.5M | 9.3% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $1.4M | 8.7% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $1.3M | 8.1% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $1.1M | 7.1% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $645K | 4.0% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $483K | 3.0% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $433K | 2.7% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $361K | 2.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $358K | 2.2% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $296K | 1.8% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $245K | 1.5% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 996 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $226K | 1.4% | |
| Vanguard Wellesley Income Adm Vanguard 0 | — | — | — | $209K | 1.3% | |
| American Funds Trgt Date Ret 2015 R6 American Funds 0 762 American Funds Trgt Date Ret 2020 R6 American Funds 0 | — | — | — | $144K | 0.9% | |
| DFA Emerging Markets Core Eqty 2 Port DFA 0 | — | — | — | $112K | 0.7% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $105K | 0.7% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $101K | 0.6% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $59K | 0.4% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $56K | 0.3% | |
| Nuveen Core Impact Bond R6 Nuveen 0 | — | — | — | $50K | 0.3% | |
| Vanguard STAR Inv Vanguard 0 | — | — | — | $50K | 0.3% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $42K | 0.3% | |
| American Funds Trgt Date Ret 2010 R6 American Funds 0 | — | — | — | $2K | <0.1% |
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