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Original filing (PDF)20251014174831NAL0001722835001
TOMARCO CONTRACTOR SPECIALTIES, INC.
Form 5500
FILING_RECEIVED
TOMARCO CONTRACTOR SPECIALTIES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
788
Accounts w/ balance
732
Plan assets (EOY)
$30.3M
Net assets (EOY)
$30.3M
How this plan invests
This plan
82 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOMARCO CONTRACTOR SPECIALTIES, INC..
Plan sponsor
Name
TOMARCO CONTRACTOR SPECIALTIES, INC.
EIN
95-3095484
Address
14848 NORTHAM STREET · LA MIRADA, CA · 90638
Phone
(714) 523-1771
Industry
Retail Tradesee 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
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
JMK CPA PARTNERS, 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 | $51K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $67K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
82 direct securities· $30.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company FID FDM Idx 2030 IPR | — | — | — | $3.2M | 10.4% | |
| Fidelity Management Trust Company FID 500 Index | — | — | — | $2.9M | 9.5% | |
| Fidelity Management Trust Company FID FDM Idx 2055 IPR | — | — | — | $2.1M | 6.8% | |
| Fidelity Management Trust Company FID FDM Idx 2040 IPR | — | — | — | $2.0M | 6.7% | |
| Fidelity Management Trust Company FID FDM Idx 2045 IPR | — | — | — | $2.0M | 6.6% | |
| Fidelity Management Trust Company FID FDM Idx 2035 IPR | — | — | — | $2.0M | 6.6% | |
| Fidelity Management Trust Company FID FDM Idx 2025 IPR | — | — | — | $1.9M | 6.2% | |
| Fidelity Management Trust Company FID Govt Mmkt K6 | — | — | — | $1.8M | 5.8% | |
| Fidelity Management Trust Company FID FDM Idx 2050 IPR | — | — | — | $1.7M | 5.7% | |
| Fidelity Management Trust Company FID FDM Idx 2060 IPR | — | — | — | $1.4M | 4.6% | |
| Fidelity Management Trust Company FID Nasdaq Com Indx | — | — | — | $1.4M | 4.6% | |
| Fidelity Management Trust Company FID Total Mkt Idx | — | — | — | $1.3M | 4.4% | |
| Fidelity Management Trust Company Common Stock: Viatris Inc. Com 44 *(1) Fidelity Management Trust Company Notes Receivable from Participants | — | — | — | $746K | 2.5% | |
| Fidelity Management Trust Company FID FDM Idx 2015 IPR | — | — | — | $613K | 2.0% | |
| Fidelity Management Trust Company PGIM High Yield R6 | — | — | — | $597K | 2.0% | |
| Fidelity Management Trust Company Vang MDCPGR Idx Adm | — | — | — | $569K | 1.9% | |
| Fidelity Management Trust Company FID Intl Index | — | — | — | $438K | 1.4% | |
| Fidelity Management Trust Company Vang Smcp GR Idx Adm | — | — | — | $435K | 1.4% | |
| Fidelity Management Trust Company AF New World R6 | — | — | — | $344K | 1.1% | |
| Fidelity Management Trust Company FID Total Bond K6 | — | — | — | $292K | 1.0% | |
| Fidelity Management Trust Company FID Extd Mkt Idx | — | — | — | $278K | 0.9% | |
| Fidelity Management Trust Company FID FDM Idx Inc. IPR 937 * Fidelity Management Trust Company FID Glb Ex Us Idx | — | — | — | $253K | 0.8% | |
| Fidelity Management Trust Company FRKLN Sm Cap Value R6 | — | — | — | $238K | 0.8% | |
| Fidelity Management Trust Company FID FDM Idx 2065 IPR | — | — | — | $224K | 0.7% | |
| Fidelity Management Trust Company FID FDM Idx 2020 IPR | — | — | — | $200K | 0.7% | |
| Fidelity Management Trust Company FID Large Cap Stock | — | — | — | $194K | 0.6% | |
| Fidelity Management Trust Company Vang Sm Cap Idx Adm | — | — | — | $189K | 0.6% | |
| Fidelity Management Trust Company Fidelity Cash Reserves | — | — | — | $140K | 0.5% | |
| Fidelity Management Trust Company MFS Mid Cap Value R6 | — | — | — | $99K | 0.3% | |
| Fidelity Management Trust Company Common Stock: Moderna Inc. Com 832 * Fidelity Management Trust Company Common Stock: NVIDIA Corp NFS LLC Is a Market | — | — | — | $98K | 0.3% | |
| Fidelity Management Trust Company FID Sel Utilities | — | — | — | $97K | 0.3% | |
| Fidelity Management Trust Company Common Stock: Teladoc Inc. Com 36 * Fidelity Management Trust Company Common Stock: Teradyne Inc NFS Is A Specialist 367 * Fidelity Management Trust Company Common Stock: Tesla Motors Inc. Com USD0.001 | — | — | — | $76K | 0.3% | |
| Fidelity Management Trust Company Common Stock: AMC Entertainment Holdings Inc. CL A 255 * Fidelity Management Trust Company Common Stock: Apple Computer Inc. NFS LLC Is a Market | — | — | — | $59K | 0.2% | |
| Fidelity Management Trust Company Invesco Divrs Div R6 | — | — | — | $54K | 0.2% | |
| Fidelity Management Trust Company Common Stock: Rigel Pharmaceutical Inc. Com New | — | — | — | $49K | 0.2% | |
| Fidelity Management Trust Company Common Stock: Amazon.com Inc NFS LLC Is a Market | — | — | — | $46K | 0.2% | |
| Fidelity Management Trust Company FID Infl PR Bd Idx | — | — | — | $39K | 0.1% | |
| Fidelity Management Trust Company Common Stock: Lam Research Corp NFS LLC Is A Market 372 * Fidelity Management Trust Company Common Stock: Lilly Eli & Co NFS Is a Specialist | — | — | — | $36K | 0.1% | |
| Fidelity Management Trust Company Common Stock: Docusign Inc Com 630 * Fidelity Management Trust Company Common Stock: Enveric Biosciences Inc. Com New 1 * Fidelity Management Trust Company Common Stock: Facebook, Inc. Com USD0.000006 CL A | — | — | — | $32K | 0.1% | |
| Fidelity Management Trust Company Common Stock: Petvivo Hldgs Inc. Com New 19 * Fidelity Management Trust Company Common Stock: Pfizer Inc. NFS Is a Specialist 964 * Fidelity Management Trust Company Common Stock: Procter & Gamble Co NFS Is a Specialist | — | — | — | $18K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Johnson & Johnson NFS Is a Specialist | — | — | — | $14K | <0.1% | |
| Fidelity Management Trust Company C&S Inst Realty SHS | — | — | — | $14K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Banc Calif Inc Com | — | — | — | $13K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Alibaba Group Holding LTD 88 * Fidelity Management Trust Company Common Stock: Alphabet Inc. Cap Stk CL A | — | — | — | $12K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Costco Wholesale Corp | — | — | — | $11K | <0.1% | |
| Fidelity Management Trust Company FID Sel Materials | — | — | — | $10K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Boeing Co NFS Is A Specialist | — | — | — | $10K | <0.1% | |
| (Continued from prior page) * Fidelity Management Trust Company Unit: Direxion SHS ETF TR Technology Bull 3X | — | — | — | $9K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Microsoft Corp NFS LLC Is a Market | — | — | — | $8K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Carver Bankcorp Inc. Com New | — | — | — | $8K | <0.1% | |
| Fidelity Management Trust Company Unit: Proshares TR UltraPro QQQ | — | — | — | $8K | <0.1% | |
| Fidelity Management Trust Company Unit: Main STR Cap Corp Com | — | — | — | $7K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Digital World Acquisition Corp 512 * Fidelity Management Trust Company Common Stock: Disney Walt Co Del (Holding Company) | — | — | — | $7K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Jacobs Solutions Inc. Com | — | — | — | $7K | <0.1% | |
| Fidelity Management Trust Company Unit: Tidal ETF Trust II Yieldmax TSLA Option | — | — | — | $6K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Applied Materials Inc. | — | — | — | $6K | <0.1% | |
| Fidelity Management Trust Company Common Stock: ChevronTexaco Corp | — | — | — | $6K | <0.1% | |
| Fidelity Management Trust Company Blkrk 40/60 TA K | — | — | — | $5K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Skyworks Solutions Inc. Com | — | — | — | $5K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Rivian Automobile Inc. Com CL A | — | — | — | $5K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Starbucks Corp NFS LLC Is a Market | — | — | — | $5K | <0.1% | |
| (Continued from prior page) * Fidelity Management Trust Company Common Stock: L3Harris Technologies Inc. Com | — | — | — | $4K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Airbnb Inc. Com CL A | — | — | — | $4K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Alphabet Inc. Cap Stk CL C | — | — | — | $4K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Intel Corp NFS LLC Is a Market | — | — | — | $4K | <0.1% | |
| Fidelity Management Trust Company FID FDM Idx 2070 IPR | — | — | — | $3K | <0.1% | |
| Fidelity Management Trust Company Unit: Americold Rlty TR Com 616 * Fidelity Management Trust Company Unit: Ares Cap Corp Com | — | — | — | $3K | <0.1% | |
| Fidelity Management Trust Company Unit: Tidal ETF TR SP DWJNS SUKUK 922 * Fidelity Management Trust Company Unit: Tidal ETF TR SP FDS S&P 500 | — | — | — | $3K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Compx Intl Inc. | — | — | — | $3K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Crispr Therapeutics Ag Com CHF0.03 | — | — | — | $3K | <0.1% | |
| Fidelity Management Trust Company External Fund: Amana Mututal Fund Trust Growth | — | — | — | $3K | <0.1% | |
| Fidelity Management Trust Company External Fund: Amana Mutual Trust Income | — | — | — | $3K | <0.1% | |
| Fidelity Management Trust Company Unit: S & P 500 Depository Receipt 612 * Fidelity Management Trust Company Unit: Schwab Strategic TR US Dividend Equity | — | — | — | $3K | <0.1% | |
| Fidelity Management Trust Company Vang Bal Index Adm | — | — | — | $2K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Gamestop Corp New CL A 282 * Fidelity Management Trust Company Common Stock: Gilead Sciences Inc. | — | — | — | $2K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Texas Instruments Inc. | — | — | — | $2K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Inmode Ltd Com ILS0.01 | — | — | — | $2K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Cure Pharmaceutical Holding Corp Com 4 * Fidelity Management Trust Company Common Stock: Cyngn Inc. Com 1 * Fidelity Management Trust Company Common Stock: Devon Energy Corp NEW | — | — | — | $2K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Kraft Heinz Co Com | — | — | — | $1K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Lucid Group Inc. Com | — | — | — | $1K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Adobe Sys Inc NFs LLC Is a Market 445 * Fidelity Management Trust Company Common Stock: Advanced Micro Devices Inc. | — | — | — | $1K | <0.1% | |
| Fidelity Management Trust Company Common Stock: Taiwan Semiconductor Manufacturing Co. LTD | — | — | — | $1K | <0.1% |
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