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Original filing (PDF)20251014134457NAL0002930097001
TCA ARCHITECTS, INC.
Form 5500
FILING_RECEIVED
TCA ARCHITECTS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
86
Accounts w/ balance
119
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 57% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TCA ARCHITECTS, INC..
Plan sponsor
Name
TCA ARCHITECTS, INC.
EIN
93-1170091
Address
18821 BARDEEN AVENUE · IRVINE, CA · 92612
Phone
(949) 862-0270
Industry
Professional & Technical Servicessee 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
2025-10-14
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
BFBA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL SERVICES, LLC | — | FAIRFAX, VA | INVESTMENT MANAGER | $63K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $21K | — |
Investments
27 direct securities· $18.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth ETF Exchange traded fund | — | — | — | $4.3M | 23.0% | |
| iShares Russell 1000 Value ETF Exchange traded fund | — | — | — | $1.7M | 9.3% | |
| DFA US Large Cap Value I Mutual fund | — | — | — | $1.5M | 8.4% | |
| DFA Large Cap International I Mutual fund | — | — | — | $1.4M | 7.3% | |
| iShares Exponential Technologies ETF Exchange traded fund | — | — | — | $1.0M | 5.7% | |
| DFA US Small Cap I Mutual fund | — | — | — | $1.0M | 5.6% | |
| DFA Intermediate Govt Fixed Income I Mutual fund | — | — | — | $800K | 4.3% | |
| iShares Core S&P Mid-Cap ETF Exchange traded fund | — | — | — | $718K | 3.9% | |
| Interest-bearing cash Interest-bearing cash | — | — | — | $711K | 3.8% | |
| SPDR Portfolio Mortgage Backed Bond ETF Exchange traded fund | — | — | — | $676K | 3.7% | |
| iShares iBoxx $ Invmt Grade Corp Bd ETF Exchange traded fund | — | — | — | $672K | 3.6% | |
| DFA Emerging Markets Core Equity I Mutual fund | — | — | — | $663K | 3.6% | |
| DFA International Value I Mutual fund | — | — | — | $502K | 2.7% | |
| DFA Five-Year Global Fixed Income I Mutual fund | — | — | — | $451K | 2.4% | |
| SPDR S&P Kensho New Economies Comps ETF Exchange traded fund | — | — | — | $419K | 2.3% | |
| Vanguard Real Estate ETF Exchange traded fund | — | — | — | $399K | 2.2% | |
| DFA Short-Term Extended Quality I Mutual fund | — | — | — | $294K | 1.6% | |
| SPDR S&P North American Natural Res ETF Exchange traded fund | — | — | — | $287K | 1.6% | |
| Invesco S&P 500 High Div Low Vol ETF Exchange traded fund | — | — | — | $180K | 1.0% | |
| Vanguard Short-Term Treasury Adm Mutual fund | — | — | — | $157K | 0.9% | |
| iShares MSCI EAFE Min Vol Factor ETF Exchange traded fund | — | — | — | $143K | 0.8% | |
| Notes receivable from participants Loans (5.00% - 9.50%) | — | — | — | $109K | 0.6% | |
| Vanguard Ultra-Short-Term Bond Admiral Mutual fund | — | — | — | $83K | 0.4% | |
| DFA Two-Year Global Fixed Income I Mutual fund | — | — | — | $78K | 0.4% | |
| Vanguard FTSE Emerging Markets ETF Exchange traded fund | — | — | — | $70K | 0.4% | |
| Legg Mason Low Volatility High Div ETF Exchange traded fund | — | — | — | $42K | 0.2% | |
| DFA International Small Cap Value I Mutual fund | — | — | — | $27K | 0.1% |
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