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Original filing (PDF)20250911180329NAL0000714561001
TAC LIFEPORT HOLDINGS, LLC
Form 5500
FILING_RECEIVED
LIFEPORT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
279
Accounts w/ balance
175
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAC LIFEPORT HOLDINGS, LLC.
Plan sponsor
Name
TAC LIFEPORT HOLDINGS, LLC
EIN
86-2088363
Address
1610 HERITAGE ST. · WOODLAND, WA · 98674
Phone
(360) 225-1212
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-09-11
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
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $12K | — |
Investments
29 direct securities· $9.0M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.Rowe Price Retirement 2035 Fund Mutual Fund | — | — | — | $1.9M | 19.7% | |
| T.Rowe Price Retirement 2040 Fund Mutual Fund | — | — | — | $1.2M | 12.8% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.1M | 11.6% | |
| American Century ULTRA R R6 Mutual Fund | — | — | — | $785K | 8.1% | |
| T.Rowe Price Retirement 2050 Fund Mutual Fund | — | — | — | $579K | 6.0% | |
| T.Rowe Price Retirement 2030 Fund Mutual Fund | — | — | — | $572K | 5.9% | |
| T.Rowe Price Retirement 2045 Fund Mutual Fund | — | — | — | $505K | 5.2% | |
| T.Rowe Price Retirement 2025 Fund Mutual Fund | — | — | — | $282K | 2.9% | |
| T.Rowe Price Retirement 2060 Fund Mutual Fund | — | — | — | $263K | 2.7% | |
| T.Rowe Price Retirement 2020 Fund Mutual Fund | — | — | — | $245K | 2.5% | |
| T.Rowe Price Retirement 2055 Fund Mutual Fund | — | — | — | $226K | 2.3% | |
| Prudential Investment Mgmt Total Return Bond Fund Mutual Fund | — | — | — | $200K | 2.1% | |
| Invesco Discovery Fund Mutual Fund | — | — | — | $111K | 1.1% | |
| JPMorgan Chase Mid Cap Value R6 Fund Mutual Fund | — | — | — | $104K | 1.1% | |
| T.Rowe Price Retirement 2065 Fund Mutual Fund | — | — | — | $102K | 1.0% | |
| T.Rowe Price Extended Equity Market Index Fund Mutual Fund | — | — | — | $101K | 1.0% | |
| Various maturity dates 2029; interest rates ranging * Participant loans from 4.25% to 8.50% | — | — | — | $98K | 1.0% | |
| Carillon Eagle Mid Cap Growth R6 Fund Mutual Fund | — | — | — | $92K | 0.9% | |
| T.Rowe Price International Discovery Fund Mutual Fund | — | — | — | $89K | 0.9% | |
| American Funds New World R6 Mutual Fund | — | — | — | $68K | 0.7% | |
| T.Rowe Price Overseas Stock Fund Mutual Fund | — | — | — | $58K | 0.6% | |
| T.Rowe Price Value Fund Mutual Fund | — | — | — | $37K | 0.4% | |
| T.Rowe Price U.S. Bond Index Fund Mutual Fund | — | — | — | $36K | 0.4% | |
| Royce Small Cap Opportunity Institutional Fund Mutual Fund | — | — | — | $35K | 0.4% | |
| T.Rowe Price Global Multi-Sector Bond Fund Mutual Fund | — | — | — | $34K | 0.4% | |
| T.Rowe Price Retirement 2005 Fund Mutual Fund | — | — | — | $34K | 0.3% | |
| T.Rowe Price International Equity Index Fund Mutual Fund | — | — | — | $21K | 0.2% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $18K | 0.2% | |
| T.Rowe Price Retirement 2015 Fund Mutual Fund | — | — | — | $2K | <0.1% |
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