Original filing (PDF)20251012181825NAL0000867634001

THOMAS GALLAWAY CORPORATION DBA TECHNOLOGENT

Name: THOMAS GALLAWAY CORPORATION DBA TECHNOLOGENT — TECHNOLOGENT 401(K) PLAN, Form 5500 (2024)
Creator: THOMAS GALLAWAY CORPORATION DBA TECHNOLOGENT

Form 5500

FILING_RECEIVED

TECHNOLOGENT 401(K) PLAN

401(k) retirement plan

Signals · 2

30% in single holdingNo recordkeeper disclosed

Active participants

279

Accounts w/ balance

293

Plan assets (EOY)

$33.3M

Net assets (EOY)

$33.3M

How this plan invests

This plan

4 pooled trusts

Schedule D

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

Top holding "Vanguard Lifestrategy Growth Investor Sh Mutual Fund" is 30% of plan.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS GALLAWAY CORPORATION DBA TECHNOLOGENT.

Plan sponsor

Name

THOMAS GALLAWAY CORPORATION DBA TECHNOLOGENT

EIN

04-3589773

Address

100 SPECTRUM CENTER DRIVE SUITE 700 · IRVINE, CA · 92618

Phone

(949) 716-9500

Industry

All Other Professional Services· 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

2025-10-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PRICEKUBECKA PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS, LLC	47-1411118	SAN RAFAEL, CA	ADVISOR	$31K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSION PROFESSIONALS, INC.	33-0001862	RANCHO SANTA MARGARITA, CA	TPA	$8K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRICEKUBEKA, PLLC	75-2783674	ADDISON, TX	AUDITOR	$10K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	FORT WAYNE, IN	SERVICE PROVIDER	$65K	—

Investments

35 direct securities · 4 pooled funds· $35.9M(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

$32.3M

35 holdings

Common Collective Trust

$3.5M

3 holdings

Pooled Separate Account

$11K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Lifestrategy Growth Investor Sh Mutual Fund	—	—	—	$9.9M	29.8%
Vanguard Lifestrategy Moderate Growth In Mutual Fund	—	—	—	$3.2M	9.6%
Vanguard 500 Index Admiral Class Mutual Fund	—	—	—	$3.1M	9.5%
State Street Russell Large Cap Growth Ind Common Collective Trust	—	—	—	$2.6M	7.9%
STATE ST RSSLL LRGCP GRWTH INDX NLS STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 228	Common Collective Trust	—	—	$2.6M	7.9%
Lincoln Stable Value Account -Lngpa Insurance General Account	—	—	—	$1.5M	4.5%
Vanguard Target Retirement 2045 Investor Mutual Fund	—	—	—	$1.5M	4.4%
Vanguard Mid Cap Growth Index Admiral Mutual Fund	—	—	—	$1.4M	4.1%
Vanguard Target Retirement 2040 Investor Mutual Fund	—	—	—	$1.0M	3.1%
American Funds Investment Company Of Mutual Fund	—	—	—	$1.0M	3.1%
Vanguard Mid Cap Value Index Admiral S Mutual Fund	—	—	—	$838K	2.5%
Vanguard Target Retirement 2035 Investor Mutual Fund	—	—	—	$831K	2.5%
Vanguard Target Retirement 2055 Investor Mutual Fund	—	—	—	$734K	2.2%
Notes receivable from participants Bearing interest at 5.25%-10.50% -	—	—	—	$551K	1.7%
STATE ST RSSLL LRGCP VALUE INDX NLS STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 226	Common Collective Trust	—	—	$495K	1.5%
Pgim Jennison Small Company Class R6 Mutual Fund	—	—	—	$465K	1.4%
STATE ST RSSLL SMCP VALUE INDX NLS STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223	Common Collective Trust	—	—	$407K	1.2%
Vanguard Target Retirement 2050 Investor Mutual Fund	—	—	—	$402K	1.2%
Vanguard Target Retirement 2030 Investor Mutual Fund	—	—	—	$395K	1.2%
Janus Henderson Global Select Class T Mutual Fund	—	—	—	$393K	1.2%
American Funds International Growth And Mutual Fund	—	—	—	$375K	1.1%
Cohen And Steers Institutional Realty Sha Mutual Fund	—	—	—	$268K	0.8%
Vanguard Lifestrategy Conservative Grow Mutual Fund	—	—	—	$255K	0.8%
Vanguard Target Retirement 2025 Investor Mutual Fund	—	—	—	$242K	0.7%
Dfa Emerging Markets Institutional Class Mutual Fund	—	—	—	$215K	0.6%
Vanguard Target Retirement 2065 Investor Mutual Fund	—	—	—	$178K	0.5%
Mfs International Equity Mutual Fund	—	—	—	$132K	0.4%
Pimco Commodityrealreturn Strategy Insti Mutual Fund	—	—	—	$129K	0.4%
Vanguard Short Term Inflation Protected S Mutual Fund	—	—	—	$125K	0.4%
Blackrock High Yield Bond Class K Mutual Fund	—	—	—	$113K	0.3%
Pimco Short Term Institutional Class Mutual Fund	—	—	—	$101K	0.3%
Vanguard Target Retirement 2060 Investor Mutual Fund	—	—	—	$78K	0.2%
American Funds The Bond Of America Cl Mutual Fund	—	—	—	$72K	0.2%
Dfa International Value Institutional Class Mutual Fund	—	—	—	$54K	0.2%
Pimco International Bond Us Dollar Hedge Mutual Fund	—	—	—	$45K	0.1%
Allspring Core Plus Bond Class R6 Mutual Fund	—	—	—	$31K	<0.1%
Vanguard Target Retirement Income Inves Mutual Fund	—	—	—	$29K	<0.1%
LINCOLN PATHBUILDER INCOME LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 900	Pooled Separate Account	—	—	$11K	<0.1%
Vanguard Lifestrategy Income Investor Sha Mutual Fund	—	—	—	$5K	<0.1%