Original filing (PDF)20260519125659NAL0000993201001

Tucci & Sons, Inc.

Name: Tucci & Sons, Inc. — Tucci & Sons, Inc. 401(k), Form 5500 (2025)
Creator: Tucci & Sons, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Tucci & Sons, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Tucci & Sons, Inc.'s Tucci & Sons, Inc. 401(k) Profit Sharing Plan and Trust covered 34 participants in 2025, with Empower as recordkeeper.

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

5 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TUCCI & SONS, INC..

Plan sponsor

Name

TUCCI & SONS, INC.

EIN

91-0534168all filings

Address

4224 WALLER ROAD · TACOMA, WA · 98443

Phone

(253) 922-6676

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$34K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

5 pooled funds· $541K

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.

			% of plan
PUTNAM RETIREMENT ADVANTAGE 2040 I PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260	Common Collective Trust	$203K	37.6%
PUTNAM RETIREMENT ADVANTAGE 2055 I PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275	Common Collective Trust	$156K	28.8%
PUTNAM RETIREMENT ADVANTAGE 2050 I PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258	Common Collective Trust	$71K	13.0%
PUTNAM RETIREMENT ADVANTAGE 2045 I PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259	Common Collective Trust	$68K	12.6%
PUTNAM RETIREMENT ADVANTAGE 2060 I PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273	Common Collective Trust	$43K	8.0%