Original filing (PDF)20251015120841NAL0009133298001

TEC BUILDING SYSTEMS LLC

Name: TEC BUILDING SYSTEMS LLC — TEC BUILDING SYSTEMS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: TEC BUILDING SYSTEMS LLC

Form 5500

FILING_RECEIVED

TEC BUILDING SYSTEMS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

30% in single holding

Active participants

109

Accounts w/ balance

151

Plan assets (EOY)

$15.9M

Net assets (EOY)

$15.9M

How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "Class R6 NO Fidelity 500 Index Mutual Fund" is 30% of plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEC BUILDING SYSTEMS LLC.

Plan sponsor

Name

TEC BUILDING SYSTEMS LLC

EIN

82-5310876

Address

4725 34TH ST FL 4 · LONG ISLAND CITY, NY · 111012410

Phone

(718) 247-2148

Industry

All Other Professional Services· 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

WAGNER, FERBER, FINE & ACKERMAN, PL

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RESOURCES INVESTMENT ADVISORS, LLC	93-0987232	OVERLAND PARK, KS	ADVISOR	$21K	—
RESOURCES INVESTMENT ADVISORS	93-0987232	OVERLAND PARK, KS	ADVISOR	$7K	—

Investments

28 direct securities · 1 pooled fund· $16.3M(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

$15.9M

28 holdings

Common Collective Trust

$423K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Class R6 NO Fidelity 500 Index Mutual Fund	—	—	—	$4.8M	30.1%
NO Franklin DynaTech Fund Class R6 Mutual Fund	—	—	—	$4.0M	25.3%
Party-in- Identity of issuer, borrower, interest rate, collateral, Current interest lessor, or similar party par or maturity value American Funds American Balanced Fund Class * Mutual Fund	—	—	—	$1.4M	8.9%
NO Vanguard Equity-Income Fund Investor Shares Mutual Fund	—	—	—	$982K	6.2%
Fund Class R-6 American Funds 2045 Target Date Retirement * Mutual Fund	—	—	—	$749K	4.7%
METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$423K	2.7%
NO Reliance Trust Stable Value Fd - MetLife Mutual Fund	—	—	—	$423K	2.7%
Fund Class R-6 American Funds 2060 Target Date Retirement * Mutual Fund	—	—	—	$401K	2.5%
NO JPMorgan International Equity Fund Class R6 Mutual Fund	—	—	—	$393K	2.5%
BlackRock Health Sciences Opportunities Portfolio NO Mutual Fund	—	—	—	$388K	2.4%
NO Baird Aggregate Bond Fund Class Institutional Preservation of Capital Fund	—	—	—	$319K	2.0%
NO JPMorgan Emerging Markets Equity Fund Class R6 Mutual Fund	—	—	—	$304K	1.9%
NO Fidelity Small Cap Index Mutual Fund	—	—	—	$231K	1.5%
Fund Class R-6 American Funds 2055 Target Date Retirement * Mutual Fund	—	—	—	$230K	1.5%
NO Fidelity Mid Cap Index Mutual Fund	—	—	—	$219K	1.4%
Institutional Shares DWS RREEF Real Estate Securities Fund NO Mutual Fund	—	—	—	$210K	1.3%
Fund Class R-6 * Virtus NFJ Mid-Cap Value Fund Institutional Class Mutual Fund	—	—	—	$197K	1.2%
Institutional Class Earning Fund NO PGIM High Yield Fund- Class R6 Mutual Fund	—	—	—	$109K	0.7%
Fund Class R-6 American Funds 2040 Target Date Retirement * Mutual Fund	—	—	—	$99K	0.6%
Fund Class R-6 American Funds 2030 Target Date Retirement * Mutual Fund	—	—	—	$84K	0.5%
Fund Class R-6 American Funds 2050 Target Date Retirement * Mutual Fund	—	—	—	$82K	0.5%
Participant Loans 6.5% to 9.50%, March 2028	—	—	—	$72K	0.5%
NO JPMorgan Small Cap Growth Fund Class R6 Mutual Fund	—	—	—	$62K	0.4%
Fund Class R-6 American Funds 2035 Target Date Retirement * Mutual Fund	—	—	—	$45K	0.3%
Fund Class R-6 American Funds 2025 Target Date Retirement * Mutual Fund	—	—	—	$20K	0.1%
DFA Inflation-Protected Securities Portfolio Preservation of Capital & Income NO	—	—	—	$9K	<0.1%
NO MFS Mid Cap Growth Fund Class R6 Mutual Fund	—	—	—	$7K	<0.1%
Fund Class R-6 American Funds 2065 Target Date Retirement * Mutual Fund	—	—	—	$5K	<0.1%
Party-in- Identity of issuer, borrower, interest rate, collateral, Current interest lessor, or similar party par or maturity value NO Goldman Sachs Small Cap Value Insight Fund Class R6 Mutual Fund	—	—	—	$3K	<0.1%