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Original filing (PDF)20251010134733NAL0018740034001
TURBOCOATING CORP.
Form 5500
FILING_RECEIVED
LINCOTEK US 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
852
Accounts w/ balance
632
Plan assets (EOY)
$36.8M
Net assets (EOY)
$36.8M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TURBOCOATING CORP..
Plan sponsor
Name
TURBOCOATING CORP.
EIN
99-0362534
Address
1928 MAIN AVE SE · HICKORY, NC · 28602
Phone
(859) 583-1748
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
2025-10-10
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $19K | — |
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $10K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
33 direct securities · 1 pooled fund· $36.8M(100% 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
$36.4M
33 holdings
Common Collective Trust
$371K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Blend 2030 Fund K6 | — | 394,086 | — | $4.4M | 12.1% | |
| Fidelity Freedom Blend 2045 Fund K6 | — | 250,034 | — | $3.2M | 8.6% | |
| Fidelity Freedom Blend 2035 Fund K6 | — | 259,133 | — | $3.1M | 8.4% | |
| Fidelity Freedom Blend 2040 Fund K6 | — | 238,884 | — | $3.0M | 8.1% | |
| Fidelity Blue Chip Growth K6 Fund | — | 73,824 | — | $2.7M | 7.4% | |
| Fidelity Freedom Blend 2050 Fund K6 | — | 178,864 | — | $2.3M | 6.1% | |
| Fidelity Freedom Blend 2025 Fund K6 | — | 202,980 | — | $2.2M | 6.0% | |
| Fidelity 500 Index Fund | — | 9,765 | — | $2.0M | 5.4% | |
| Fidelity Freedom Blend 2055 Fund K6 | — | 114,451 | — | $1.4M | 3.9% | |
| MFS Mid-Cap Value Fund R3 | — | 36,556 | — | $1.2M | 3.2% | |
| Fidelity Global ex U.S. Index Fund | — | 72,671 | — | $1.0M | 2.8% | |
| Fidelity Freedom Blend 2020 Fund K6 | — | 97,002 | — | $1.0M | 2.8% | |
| JPMorgan Government Bond Fund R6 | — | 108,847 | — | $1.0M | 2.8% | |
| Participant Loans | — | — | — | $995K | 2.7% | |
| Fidelity Government Money Market Fund | — | 855,028 | — | $856K | 2.3% | |
| American Funds Mutual Fund R6 | — | 15,168 | — | $837K | 2.3% | |
| Fidelity Freedom Blend 2060 Fund K6 | — | 52,778 | — | $675K | 1.8% | |
| Fidelity Total Bond K6 Fund | — | 69,426 | — | $604K | 1.6% | |
| Columbia Emerging Markets Fund I3 | — | 33,644 | — | $450K | 1.2% | |
| Fidelity Freedom Blend 2065 Fund K6 | — | 31,131 | — | $410K | 1.1% | |
| American Centry Small Cap Value R6 | — | 36,562 | — | $386K | 1.0% | |
| Fidelity Mid Cap Index Fund | — | 11,243 | — | $380K | 1.0% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | 1,839 | — | $371K | 1.0% | |
| Fidelity International Capital Appreciation K6 Fund | — | 22,882 | — | $369K | 1.0% | |
| Fidelity Small Cap Growth K6 | — | 19,232 | — | $343K | 0.9% | |
| MFS Mid-Cap Growth Fund R6 | — | 10,425 | — | $328K | 0.9% | |
| Fidelity U.S. Bond Index Fund | — | 31,828 | — | $325K | 0.9% | |
| T Rowe Price Dividend Growth Fund I | — | 3,421 | — | $263K | 0.7% | |
| Fidelity Freedom Blend Inc K6 | — | 20,692 | — | $202K | 0.5% | |
| Fidelity Small Cap Index Fund | — | 5,462 | — | $151K | 0.4% | |
| Fidelity Inflation-Protected Bond Index Fund | — | 16,767 | — | $149K | 0.4% | |
| Fidelity Freedom Blend 2015 Fund K6 | — | 9,765 | — | $99K | 0.3% | |
| Cohen & Steers Real Estate Securities Z | — | 970 | — | $64K | 0.2% | |
| Fidelity Freedom Blend 2010 Fund K6 | — | 55 | — | $552 | <0.1% |
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