Back to filter
Original filing (PDF)20251116185047NAL0000684481001
TAURUS INDUSTRIAL GROUP, LLC
Form 5500
FILING_RECEIVED
TAURUS INDUSTRIAL GROUP 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
1,089
Accounts w/ balance
1,507
Plan assets (EOY)
$51.3M
Net assets (EOY)
$51.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 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 (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAURUS INDUSTRIAL GROUP, LLC.
Plan sponsor
Name
TAURUS INDUSTRIAL GROUP, LLC
EIN
82-2422134
Address
1499 UNDERWOOD ROAD · LA PORTE, TX · 77571
Phone
(713) 678-5422
Industry
Constructionsee all
Plan administrator
Name
PENTEGRA SERVICE, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-16
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
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
28 direct securities · 2 pooled funds· $51.4M(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.
Uncategorized
$51.1M
27 holdings
Mutual Funds
$222K
1 holding
Common Collective Trust
$15K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Date Fund R6 N/R | — | — | — | $9.1M | 17.7% | |
| American Funds American Funds 2030 Target Date Fund R6 N/R | — | — | — | $8.1M | 15.8% | |
| American Funds American Funds 2025 Target Date Fund R6 N/R | — | — | — | $4.9M | 9.5% | |
| American Funds American Funds 2040 Target Date Fund R6 N/R | — | — | — | $3.8M | 7.4% | |
| American Funds American Funds 2045 Target Date Fund R6 N/R | — | — | — | $3.8M | 7.3% | |
| JPMorgan Large Cap Growth Fund R6 N/R | — | — | — | $3.7M | 7.2% | |
| Fidelity 500 Index Fund N/R | — | — | — | $3.1M | 6.0% | |
| American Funds American Funds 2050 Target Date Fund R6 N/R | — | — | — | $2.8M | 5.5% | |
| American Funds American Funds 2020 Target Date Fund R6 N/R | — | — | — | $2.0M | 3.9% | |
| American Funds American Funds 2055 Target Date Fund R6 N/R | — | — | — | $1.5M | 2.9% | |
| American Funds American Funds 2060 Target Date Fund R6 N/R | — | — | — | $1.4M | 2.8% | |
| Money Market Fund Vanguard Cash Reserves Federal Admiral N/R | — | — | — | $1.2M | 2.3% | |
| Participant Loans Interest rates: 3.25% - 9.50% $0 | — | — | — | $1.1M | 2.1% | |
| Vanguard Equity Income Fund Admiral N/R | — | — | — | $1000K | 1.9% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $628K | 1.2% | |
| Fidelity Total Bond Fund N/R | — | — | — | $541K | 1.1% | |
| Fidelity International Index Fund N/R | — | — | — | $518K | 1.0% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $336K | 0.7% | |
| American Funds American Funds 2015 Target Date Fund R6 N/R | — | — | — | $317K | 0.6% | |
| American Funds American Funds 2065 Target Date Fund R6 N/R | — | — | — | $291K | 0.6% | |
| American Funds American Funds 2010 Target Date Fund R6 N/R | Mutual Funds | — | — | $222K | 0.4% | |
| Fidelity US Bond Index Fund N/R | — | — | — | $221K | 0.4% | |
| Wasatch Small Cap Value Fund N/R | — | — | — | $220K | 0.4% | |
| Janus Henderson Janus Henderson Balanced Fund N/R | — | — | — | $191K | 0.4% | |
| T. Rowe Price T. Rowe Price Overseas Stock Fund N/R | — | — | — | $188K | 0.4% | |
| PIMCO Income Fund Institutional N/R | — | — | — | $165K | 0.3% | |
| Common Collective Trust Federated Capital Preservation Fund IP N/R | — | — | — | $15K | <0.1% | |
| FEDERATED HERMES CAP PRES IP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $15K | <0.1% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund N/R | — | — | — | $14K | <0.1% | |
| FH CAP PRESRVN IP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |