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Original filing (PDF)20251003114157NAL0003320514001
COMPTECH COMPUTER TECHNOLOGIES INC.
Form 5500
FILING_RECEIVED
COMPTECH 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
246
Accounts w/ balance
233
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
13 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 75 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPTECH COMPUTER TECHNOLOGIES INC..
Plan sponsor
Name
COMPTECH COMPUTER TECHNOLOGIES INC.
EIN
20-0157409
Address
8534 YANKEE STREET SUITE 1C · CENTERVILLE, OH · 45458
Phone
(937) 228-2667
Industry
Professional & Technical Servicessee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KENTNER SELLERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $50K | — |
Investments
20 direct securities · 13 pooled funds· $8.4M(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.
Common Collective Trust
$5.6M
13 holdings
Uncategorized
$2.9M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Participant Loans | — | — | — | $1.3M | 19.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.3M | 19.3% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $866K | 13.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $755K | 11.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $600K | 9.1% | |
| Prin LifeTime Hybr Inc CIT Z | — | — | — | $581K | 8.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $525K | 7.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $523K | 7.9% | |
| PGIM Global Total Ret R6 Fd | — | — | — | $523K | 7.9% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $344K | 5.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $281K | 4.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $250K | 3.8% | |
| Vanguard Emg Mk Stk Idx Adm Fd | — | — | — | $115K | 1.7% | |
| iShares S&P 500 Index K Fund | — | — | — | $89K | 1.3% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $70K | 1.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $60K | 0.9% | |
| American Funds NewPrsp R6 Fnd | — | — | — | $53K | 0.8% | |
| MFS Mid-Cap Growth R6 Fund | — | — | — | $36K | 0.5% | |
| Nuveen Social Choice Int Eq R6 | — | — | — | $32K | 0.5% | |
| American Funds AmerMut R6 Fd | — | — | — | $30K | 0.5% | |
| Prin LifeTime Hybr 2025 CIT Z | — | — | — | $27K | 0.4% | |
| Allspring Spec M Cap Value R6 | — | — | — | $19K | 0.3% | |
| DFA US SmCap Value I Fund | — | — | — | $12K | 0.2% | |
| iShs Russ Md-Cp Index K Fund | — | — | — | $11K | 0.2% | |
| Cohen & Steers Re Est Sec Z Fd | — | — | — | $10K | 0.2% | |
| Prin Fixed Inc Guar Option | — | — | — | $9K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $9K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $8K | 0.1% | |
| MFS Intl Growth R6 Fund | — | — | — | $8K | 0.1% | |
| iShares Russ Sm/Md-Cp Idx K Fd | — | — | — | $7K | 0.1% | |
| AB Large Cap Growth Z Fund | — | — | — | $6K | <0.1% | |
| Prin LifeTime Hybr 2035 CIT Z | — | — | — | $4K | <0.1% | |
| Fed Hrmes Kaufmann Sm Cp R6 Fd | — | — | — | $1K | <0.1% |
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