Filings through Sep 24, 2026.

Retirement plan

Taw 401(k) and Profit Sharing Plan

Name: TAMPA ARMATURE WORKS, INC. - TAW 401(K) AND PROFIT SHARING PLAN (2024) Form 5500
Creator: TAMPA ARMATURE WORKS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAW 401(K) AND PROFIT SHARING PLAN, TAMPA ARMATURE WORKS, INC.

Tampa Armature Works, Inc.EIN 59-0474710Plan #002PY 2024

6312 78TH STREET - RIVERVIEW, FL 33578813-621-5661

Prospect flagsFailed to transmit contributionsFew collective trustsFund lineup: 26 funds, $43.5M

How to read this page

Total assets (EOY)

$45.8M

+7.3% from 2023

Total participants

636

+8.9% from 2023

Average account balance

$71,978

-1.5% from 2023

Annual return

12.89%

-1.88 pp from 2023

Benchmarks

See 1,035 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort1,035 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
KESTRA INVESTMENT SERVICES LLC2 years Filed as: KESTRA ADVISORS Service code 28 1901 ROXBOROUGH ROAD · CHARLOTTE, NC 28211	Investment Management	$50,000
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846	Recordkeeping	$31,708
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674	Securities Custodian	$0

Fund lineup

CSV with Pro

26 funds of $250K or more; 21 lines in all, holding $43.5M of the plan's $45.8M. From the 2024 filing. Recordkeeper: OneAmerica.

In collective trusts0%median 0% for plans of $5M to $50M (34,889 plans)

In index funds7%median 21% for plans of $5M to $50M (34,889 plans)

In the main target-date series57%median 35% for plans of $5M to $50M (34,889 plans)

Employer stockNo

Target-date series: T. Rowe Price Retirement, mutual fund, 57% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages	T. Rowe Price	Mutual fund	$25.0M	57.5%
Guaranteed Investment Contract AUL Stable Value Account Manager not matched · Insurance contract	Not yet matched	Insurance contract	$2.9M	6.7%
T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund	T. Rowe Price	Mutual fund	$2.3M	5.3%
Vanguard Index Admiral Vanguard · Mutual fund Index	Vanguard	Mutual fund	$2.3M	5.3%
JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$2.2M	5.1%
T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class T. Rowe Price · Mutual fund	T. Rowe Price	Mutual fund	$2.1M	4.9%
JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$1.6M	3.8%
Franklin Small CAP Value Fund Class R6 Franklin Templeton · Mutual fund	Franklin Templeton	Mutual fund	$961K	2.2%
Eupac Fund Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$674K	1.6%
Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market	Vanguard	Money market	$524K	1.2%

See the other 11 lines in this lineup with Solo.

Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$82K

$175 / participant

Recordkeeping$32K38.8%
Investment mgmt$50K61.2%

% of EOY assets

0.178%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

KESTRA INVESTMENT SERVICES LLC2 years

Filed as: KESTRA ADVISORS

Service code 28

1901 ROXBOROUGH ROAD · CHARLOTTE, NC 28211

Investment Management

$50,000

AMERICAN UNITED LIFE INSURANCE CO10+ years

Filed as: ONEAMERICA RETIREMENT SERVICES LLC

Service code 15 · EIN 46-5378846

Recordkeeping

$31,708

MATRIX TRUST COMPANY4 years

Service code 19 · EIN 75-3182674

Securities Custodian

Fund

Dollars

% of funds%

T. Rowe Price Retirement

T. Rowe Price · Mutual fund

Target-date, 11 vintages

$25.0M

57.5%

Guaranteed Investment Contract AUL Stable Value Account

Manager not matched · Insurance contract

$2.9M

6.7%

T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class

T. Rowe Price · Mutual fund

$2.3M

5.3%

Vanguard Index Admiral

Vanguard · Mutual fund

Index

$2.3M

5.3%

JPMorgan Mid Cap Growth Fund Class R6

JPMorgan · Mutual fund

$2.2M

5.1%

T. Rowe Price Dividend Growth Fund, Inc. T. Rowe Price Dividend Growth Fund-I Class

T. Rowe Price · Mutual fund

$2.1M

4.9%

JPMorgan Large Cap Growth Fund Class R6

JPMorgan · Mutual fund

$1.6M

3.8%

Franklin Small CAP Value Fund Class R6

Franklin Templeton · Mutual fund

$961K

2.2%

Eupac Fund Class R-6

Capital Group · Mutual fund

$674K

1.6%

Vanguard Treasury Money Market Fund Investor Shares

Vanguard · Money market

$524K

1.2%

Taw 401(k) and Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Taw 401(k) and Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion