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Original filing (PDF)20251013094547NAL0001052897001
TECTA AMERICA CORP.
Form 5500
FILING_RECEIVED
TECTA AMERICA CORP. PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,848
Accounts w/ balance
2,260
Plan assets (EOY)
$188.8M
Net assets (EOY)
$188.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
80
Participation health
80
Knocking points off
- 21 bps in Schedule C fees — 108% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECTA AMERICA CORP..
Plan sponsor
Name
TECTA AMERICA CORP.
EIN
84-1505685
Address
9450 BRYN MAWR AVE SUITE 700 · ROSEMONT, IL · 600185274
Phone
(847) 581-3876
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
2025-10-13
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
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISORY | $93K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $300K | — |
Investments
23 direct securities · 2 pooled funds· $188.8M(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
$164.5M
23 holdings
Common Collective Trust
$24.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge and Cox Funds Dodge & Cox Stock X Fund | — | — | — | $18.4M | 9.8% | |
| Vanguard Group Vanguard Target Retirement 2025 | — | — | — | $16.5M | 8.8% | |
| Vanguard Group Vanguard Target Retirement 2035 | — | — | — | $14.9M | 7.9% | |
| Vanguard Group Vanguard Target Retirement 2030 | — | — | — | $14.5M | 7.7% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $14.4M | 7.6% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Blue Chip Growth I | — | — | — | $12.8M | 6.8% | |
| Vanguard Group Vanguard Target Retirement 2040 | — | — | — | $12.4M | 6.6% | |
| Vanguard Group Vanguard Target Retirement 2050 | — | — | — | $11.7M | 6.2% | |
| Vanguard Group Vanguard Target Retirement 2045 | — | — | — | $10.6M | 5.6% | |
| Vanguard Group Vanguard Mid-Cap Index | — | — | — | $10.5M | 5.5% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $9.9M | 5.2% | |
| Dodge and Cox Funds Dodge & Cox Income X Fund | — | — | — | $6.6M | 3.5% | |
| Vanguard Group Vanguard Small-Cap Growth Index Admiral Fund | — | — | — | $6.3M | 3.3% | |
| Vanguard Group Vanguard Target Retirement 2055 | — | — | — | $5.7M | 3.0% | |
| Vanguard Group Vanguard Target Retirement 2020 | — | — | — | $3.6M | 1.9% | |
| Participants Participant Loans Rates from 3.25% to 8.50% - | — | — | — | $3.3M | 1.7% | |
| Vanguard Group Vanguard Target Retirement 2060 | — | — | — | $3.2M | 1.7% | |
| Dodge and Cox Funds Dodge & Cox International Stock X Fund | — | — | — | $3.1M | 1.6% | |
| Hartford Mutual Funds Hartford Schroders Emerging Mkts Eq SDR | — | — | — | $2.8M | 1.5% | |
| Vanguard Group Vanguard Inflation-Protected Securities Fund | — | — | — | $2.4M | 1.3% | |
| Vanguard Group Vanguard Sm Cap Val Idx Adm Fd | — | — | — | $1.8M | 1.0% | |
| Vanguard Group Vanguard Target Retirement Income Fund | — | — | — | $1.8M | 1.0% | |
| Vanguard Group Vanguard Target Retirement 2065 | — | — | — | $681K | 0.4% | |
| MFS International MFS Intl Growth R6 Fund | — | — | — | $656K | 0.3% | |
| Vanguard Group Vanguard Target Retirement 2070 | — | — | — | $215K | 0.1% |