Form 5500 Search
Back to filter
Original filing (PDF)20251010125546NAL0018599634001

TANCO ENGINEERING, INC.

Form 5500
FILING_RECEIVED
TANCO ENGINEERING 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
114
Accounts w/ balance
208
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
23 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TANCO ENGINEERING, INC..
Plan sponsor
Name
TANCO ENGINEERING, INC.
EIN
84-0796336
Address
1400 TAURUS COURT · LOVELAND, CO · 80537
Phone
(970) 776-4200
Industry
Constructionsee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BROCK AND COMPANY CPAS P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
VOYA RETIREMENT INSURANCE & ANNUITY71-0294708SERVICE PROVIDER$33K
GLOBAL RETIREMENT PARTNERS, LLC47-1411118SERVICE PROVIDER$18K

Investments

22 direct securities· $9.2M(98% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
American Funds 2035 T Date R6 Registered Investment Company$2.0M21.3%
American Funds 2045 T Date R6 Registered Investment Company$1.7M18.3%
American Funds 2050 T Date R6 Registered Investment Company$1.1M11.4%
American Funds 2040 T Date R6 Registered Investment Company$1.1M11.3%
American Funds 2030 T Date R6 Registered Investment Company$998K10.6%
American Funds 2055 T Date R6 Registered Investment Company$411K4.4%
American Funds 2060 T Date R6 Registered Investment Company$381K4.1%
JPMorgan LgCp Grw Fnd R6 Registered Investment Company$322K3.4%
Vangrd 500 Index Fund Adm Registered Investment Company$294K3.1%
Vangrd High-Yd Corp Fnd Adm Registered Investment Company$211K2.2%
Vangrd Intl Grw Fnd Adm Registered Investment Company$176K1.9%
Vangrd Mid-Cap Index Fund Adm Registered Investment Company$171K1.8%
Vangrd Equity Income Fund Adm Registered Investment Company$116K1.2%
American Funds 2025 T Date R6 Registered Investment Company$110K1.2%
American Funds 2065 T Date Registered Investment Company$60K0.6%
Janus Hndr Triton Fd N Registered Investment Company$31K0.3%
Vangrd Sm-Cap Vl Index Fnd Adm Registered Investment Company$30K0.3%
(Held at End of Year) TANCO ENGINEERING 401(K) PLAN AND TRUST EIN#84-0796336 Plan# 001 * Voya Fixed Account (4450) Insurance Company General Account$27K0.3%
party date,rate of interest, collateral, par, or maturity date American Funds 2015 T Date R6 Registered Investment Company$12K0.1%
PIMCO Income Fund Ins Registered Investment Company$8K<0.1%
LOAN FUND Participant Loans - Rates 4.25% to 6.50%$7K<0.1%
Cohen&Steers Real Est S Fd Z Registered Investment Company$1K<0.1%

Related plans