Original filing (PDF)20250909160456NAL0012691923002

TECHNOLOGY ASSETS, LLC

Name: TECHNOLOGY ASSETS, LLC — TECHNOLOGY ASSETS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TECHNOLOGY ASSETS, LLC

Form 5500-SF

FILING_RECEIVED

TECHNOLOGY ASSETS PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$487K

Net assets (EOY)

$487K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TECHNOLOGY ASSETS, LLC.

Plan sponsor

Name

TECHNOLOGY ASSETS, LLC

EIN

27-2802338all filings

Address

1815 MONETARY LANE · SUITE 100 · CARROLLTON, TX · 75006

Phone

(214) 621-3981

Industry

Wholesale Tradesee 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

2025-09-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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