· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NORTH AMERICAN TECHNICAL SERVI — NORTH AMERICAN TECHNICAL SERVI 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250717135921NAL0000560464001
NORTH AMERICAN TECHNICAL SERVI
Form 5500-SF
FILING_RECEIVED
NORTH AMERICAN TECHNICAL SERVI 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
8
Accounts w/ balance
3
Plan assets (EOY)
$493K
Net assets (EOY)
$493K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NORTH AMERICAN TECHNICAL SERVI
.
Find decision makers
Plan sponsor
Name
NORTH AMERICAN TECHNICAL SERVI
EIN
20-2033492
Address
4713 ENTERPRISE WAY STE 4 · MODESTO, CA · 953568968
Phone
(209) 545-1108
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-07-17
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
RESOLUTION FINANCE, LLC
RESOLUTION FINANCE, LLC RETIREMENT TRUST
$493K · 6 participants
CAL STATE ELECTRONICS INC
CAL STATE ELECTRONICS INC
$493K · 69 participants
AUTOMOTIVE PARTS REBUILDERS ASSOCIATION
AUTOMOTIVE PARTS REMANUFACTURERS ASSOCIATION 401(K) PLAN
$492K · 1 participants
IMAGE RESOURCES GROUP, LLC
IMAGE RESOURCES GROUP 401(K) PLAN
$492K · 11 participants
PRO-TEK CONSULTING
PRO-TEK CONSULTING 401(K) PROFIT SHARING PLAN & TRUST
65
Knocking points off
Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$493K · 151 participants
LYONS MCCLOSKEY, LLC
LYONS MCCLOSKEY 401(K) PLAN
$493K · 12 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
