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Original filing (PDF)20251008163027NAL0003430515001
TRANSOM POST OPCO, LLC
Form 5500
FILING_RECEIVED
TRANSOM POST OPCO LLC 401(K) PLAN
401(k) retirement plan
Active participants
118
Accounts w/ balance
145
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
42 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 71 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSOM POST OPCO, LLC.
Plan sponsor
Name
TRANSOM POST OPCO, LLC
EIN
92-0593842
Address
117 SOUTH STREET · HOPKINTON, MA · 01748
Phone
(212) 603-0284
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
2025-10-08
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
LILLING & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES | — | NEW YORK NY, NY | CONTRACT ADMIN | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
Investments
30 direct securities· $9.4M(100% of reported assets)
Mutual Funds
$5.2M
14 holdings
Uncategorized
$4.2M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $1.7M | 19.7% | |
| Fidelity Freedom Index 2030 Instl Prem Mutual Fund | Mutual Funds | — | — | $1.4M | 15.7% | |
| Fidelity Freedom Index 2035 Instl Prem Mutual Fund | Mutual Funds | — | — | $764K | 8.6% | |
| Fidelity Freedom Index 2050 Instl Prem Mutual Fund | Mutual Funds | — | — | $602K | 6.8% | |
| S FIDELITY FREEDOM IDX 2045 INST | Mutual Funds | — | — | $517K | 5.9% | |
| Fidelity Freedom Index 2040 Instl Prem Mutual Fund | Mutual Funds | — | — | $466K | 5.3% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $417K | 4.7% | |
| Fidelity Freedom Index 2055 Instl Prem Mutual Fund | Mutual Funds | — | — | $390K | 4.4% | |
| Fidelity International Index Mutual Fund | — | — | — | $389K | 4.4% | |
| S FIDELITY INTL IDX | Mutual Funds | — | — | $389K | 4.4% | |
| Fidelity Freedom Index 2025 Instl Prem Mutual Fund | Mutual Funds | — | — | $281K | 3.2% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $246K | 2.8% | |
| American Funds American Mutual R6 Mutual Fund | — | — | — | $234K | 2.7% | |
| Fidelity Freedom Index 2060 Instl Prem Mutual Fund | Mutual Funds | — | — | $200K | 2.3% | |
| MFS Growth R6 Mutual Fund | — | — | — | $198K | 2.2% | |
| Putnam Small Cap Growth R6 Mutual Fund | — | — | — | $188K | 2.1% | |
| Fidelity U.S. Bond Index Mutual Fund | — | — | — | $188K | 2.1% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $134K | 1.5% | |
| S FIDELITY EMRG MRKT IDX | Mutual Funds | — | — | $134K | 1.5% | |
| PARTICIPANTS LOANS | — | — | — | $118K | 1.3% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $103K | 1.2% | |
| EI Fixed Account - Series Class I FBRIC | — | — | — | $75K | 0.8% | |
| Fidelity Advisor Intl Cap App Z Mutual Fund | — | — | — | $50K | 0.6% | |
| S EI FIXED ACCT-SERIES C1 | Mutual Funds | — | — | $45K | 0.5% | |
| JPMorgan Core Plus Bond R6 Mutual Fund | — | — | — | $38K | 0.4% | |
| Invesco Discovery Mid Cap Growth R6 Mutual Fund | — | — | — | $31K | 0.4% | |
| Lord Abbett Bond Debenture R6 Mutual Fund | — | — | — | $26K | 0.3% | |
| S AS SMALL CO. VAL R6 | Mutual Funds | — | — | $24K | 0.3% | |
| Fidelity Freedom Index 2065 Instl Prem Mutual Fund | Mutual Funds | — | — | $17K | 0.2% | |
| S FIDELITY FREEDOM IDX 2015 INST | Mutual Funds | — | — | $1K | <0.1% |
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