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Original filing (PDF)20250522130607NAL0004578704001
TAYCO ENGINEERING, INC.
Form 5500
FILING_RECEIVED
EMPLOYEES' 401(K) PLAN OF TAYCO ENGINEERING, INC.
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
116
Accounts w/ balance
116
Plan assets (EOY)
$21.1M
Net assets (EOY)
$21.1M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Government Money Market Fund Mutual Fund" is 26% of plan.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAYCO ENGINEERING, INC..
Plan sponsor
Name
TAYCO ENGINEERING, INC.
EIN
95-2698302
Address
10874 HOPE STREET · CYPRESS, CA · 90630
Phone
(714) 952-2240
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-22
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
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | 95-3845382 | — | ADVISOR | $0 | — |
Investments
32 direct securities· $21.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $5.6M | 26.4% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.9M | 13.9% | |
| American Funds 2030 Target Date Retirement Fund R4 Mutual Fund | — | — | — | $1.6M | 7.5% | |
| American Funds 2040 Target Date Retirement Fund R4 Mutual Fund | — | — | — | $1.4M | 6.8% | |
| American Funds 2025 Target Date Retirement Fund R4 Mutual Fund | — | — | — | $1.0M | 4.8% | |
| American Funds 2035 Target Date Retirement Fund R4 Mutual Fund | — | — | — | $996K | 4.7% | |
| American Funds 2020 Target Date Retirement Fund R4 Mutual Fund | — | — | — | $984K | 4.7% | |
| BlackRock Technology Opportunities Fund A Mutual Fund | — | — | — | $982K | 4.6% | |
| Lord Abbett Developing Growth Fund Class A Mutual Fund | — | — | — | $757K | 3.6% | |
| American Funds 2045 Target Date Retirement Fund R4 Mutual Fund | — | — | — | $727K | 3.4% | |
| American Funds 2060 Target Date Retirement Fund R4 Mutual Fund | — | — | — | $593K | 2.8% | |
| Participant Loans to participants, bearing interest ranging from 3.25% to 8.50% | — | — | — | $525K | 2.5% | |
| American Funds American Mutual R6 Mutual Fund | — | — | — | $500K | 2.4% | |
| MFS Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $413K | 2.0% | |
| Janus Henderson Forty Fund Class I Mutual Fund | — | — | — | $365K | 1.7% | |
| MassMutual Mid Cap Growth Fund A Mutual Fund | — | — | — | $347K | 1.6% | |
| American Funds 2050 Target Date Retirement Fund R4 Mutual Fund | — | — | — | $294K | 1.4% | |
| American Funds 2055 Target Date Retirement Fund R4 Mutual Fund | — | — | — | $289K | 1.4% | |
| AB Small Cap Growth Portfolio Advisor Class Mutual Fund | — | — | — | $268K | 1.3% | |
| Fidelity Advisor New Insights Fund - Class A Mutual Fund | — | — | — | $124K | 0.6% | |
| JPMorgan Equity Index Fund Class A Mutual Fund | — | — | — | $70K | 0.3% | |
| American Century Global Small Cap R6 Mutual Fund | — | — | — | $66K | 0.3% | |
| American Funds 2015 Target Date Retirement Fund R4 Mutual Fund | — | — | — | $62K | 0.3% | |
| Allspring Special Small Cap Value R6 Mutual Fund | — | — | — | $55K | 0.3% | |
| Columbia Balanced Fund Class A Mutual Fund | — | — | — | $49K | 0.2% | |
| Heartland Value Plus Fund Investor Class Mutual Fund | — | — | — | $33K | 0.2% | |
| Putnam Large Cap Value Fund Class Y Mutual Fund | — | — | — | $27K | 0.1% | |
| Fidelity Advisor New Markets Income Fund A Mutual Fund | — | — | — | $22K | 0.1% | |
| Cohen & Steers Real Estate Securities A Mutual Fund | — | — | — | $19K | <0.1% | |
| Fidelity Advisor Materials Fund A Mutual Fund | — | — | — | $18K | <0.1% | |
| Columbia Small Cap Index Fund Class A Mutual Fund | — | — | — | $7K | <0.1% | |
| Fidelity Advisor Strategic Income A Mutual Fund | — | — | — | $5K | <0.1% |
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