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Original filing (PDF)20250820083145NAL0003038177001
TCLAD INC.
Form 5500
FILING_RECEIVED
TCLAD INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
171
Accounts w/ balance
210
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TCLAD INC..
Plan sponsor
Name
TCLAD INC.
EIN
85-2820801
Address
1600 ORRIN ROAD · PRESCOTT, WI · 54021
Phone
(715) 262-5898
Industry
Manufacturingsee 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
2025-08-20
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
LETHERT, SKWIRA, SCHULTZ & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | — | HOUSTON, TX | THIRD PARTY ADMINISTRATO | $0 | — |
Investments
27 direct securities · 1 pooled fund· $10.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$5.4M
27 holdings
Pooled Separate Account
$5.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA INS & ANNUNITY SEPARATE ACCT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY'S EMPLOYER IDENTIFICATIO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.1M | 95.7% | |
| Voya Index Solution 2035 P Z | — | — | — | $963K | 17.9% | |
| Voya Index Solution 2025 P Z | — | — | — | $618K | 11.5% | |
| Voya Index Solution 2055 P Z | — | — | — | $479K | 8.9% | |
| Voya Index Solution 2040 P Z | — | — | — | $474K | 8.8% | |
| Voya Index Solution 2030 P Z | — | — | — | $468K | 8.7% | |
| Voya Index Solution 2060 P Z | — | — | — | $442K | 8.2% | |
| Voya Index Solution 2050 P Z | — | — | — | $372K | 6.9% | |
| Voya Index Solution 2045 P Z | — | — | — | $310K | 5.8% | |
| Fidelity 500 Index Fund | — | — | — | $200K | 3.7% | |
| TRwPr Blue Chip Growth Fnd I | — | — | — | $158K | 2.9% | |
| Participant loans | — | — | — | $135K | 2.5% | |
| Voya Index Solution Inc P Z | — | — | — | $125K | 2.3% | |
| Voya Fixed Account (4450) | — | — | — | $95K | 1.8% | |
| Voya Index Solution 2065 P Z | — | — | — | $84K | 1.6% | |
| Vangrd Equity Income Fund Adm | — | — | — | $69K | 1.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $59K | 1.1% | |
| Fidelity Total International Index Fund | — | — | — | $48K | 0.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $46K | 0.9% | |
| Vangrd Intl Grw Fnd Adm | — | — | — | $45K | 0.8% | |
| Vangrd Md-Cap Grw Index Fd Adm | — | — | — | $40K | 0.7% | |
| WstAsst Core Plus Bond Fund IS | — | — | — | $35K | 0.7% | |
| PIMCO Internation Bond Fund (US-DI Holding) I | — | — | — | $32K | 0.6% | |
| PGIM High Yield Fund R6 | — | — | — | $27K | 0.5% | |
| Vangrd Mid-Cap Vl Indx Fnd Adm | — | — | — | $25K | 0.5% | |
| Vangrd Sm-Cap Grw Index Fd Adm | — | — | — | $7K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $5K | 0.1% | |
| Vangrd Sm-Cap Vl Index Fnd Adm | — | — | — | $3K | <0.1% |
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