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Original filing (PDF)20250930135322NAL0011756913001
TEC EQUIPMENT, INC.
Form 5500
FILING_RECEIVED
TEC EQUIPMENT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,203
Accounts w/ balance
1,557
Plan assets (EOY)
$84.2M
Net assets (EOY)
$84.2M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Knocking points off
- 27 bps in Schedule C fees — 67% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEC EQUIPMENT, INC..
Plan sponsor
Name
TEC EQUIPMENT, INC.
EIN
93-0813564
Address
750 NE COLUMBIA BLVD. · PORTLAND, OR · 97211
Phone
(503) 247-4095
Industry
Retail Tradesee 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
2025-09-30
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $176K | — |
| MORGAN STANLEY GLOBAL | — | BALTIMORE, MD | NONE | $49K | — |
Investments
30 direct securities · 1 pooled fund· $78.7M(94% 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
$77.4M
30 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $9.9M | 11.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $7.5M | 9.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $6.9M | 8.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $6.9M | 8.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $6.5M | 7.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $6.5M | 7.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $6.3M | 7.5% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $5.4M | 6.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $3.8M | 4.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $2.3M | 2.7% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $2.1M | 2.5% | |
| Principal MidCap Fund Inst Principal 0 | — | — | — | $2.1M | 2.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $2.0M | 2.4% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $1.3M | 1.5% | |
| Janus Henderson Balanced I Janus Henderson 0 | — | — | — | $1.0M | 1.2% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $981K | 1.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $948K | 1.1% | |
| Hartford Core Equity R6 Hartford 0 | — | — | — | $892K | 1.1% | |
| State Street Gl All Cap Eq ex-U.S. K State Street 0 | — | — | — | $759K | 0.9% | |
| Cohen & Steers Realty Shares Fund Cohen & Steers 0 | — | — | — | $565K | 0.7% | |
| BlackRock Advantage Small Cap Core Instl BlackRock 0 | — | — | — | $535K | 0.6% | |
| BlackRock High Yield Portfolio Instl BlackRock 0 | — | — | — | $461K | 0.5% | |
| MFS International Intrinsic Value R6 MFS 0 | — | — | — | $399K | 0.5% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | — | — | — | $347K | 0.4% | |
| GQG Partners Emerging Mkts Eq Instl GQG 0 | — | — | — | $319K | 0.4% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | — | — | — | $308K | 0.4% | |
| American Funds Inflation Linked Bd R6 American Funds 0 | — | — | — | $168K | 0.2% | |
| PIMCO Commodity Real Ret Strat Instl PIMCO 0 | — | — | — | $125K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $95K | 0.1% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $31K | <0.1% |
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