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Original filing (PDF)20230509143950NAL0028128881001
TECH II, INC.
Form 5500
FILING_RECEIVED
TECH II, INC. 401(K) RETIREMENT SAVINGS PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 1.8 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
25 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 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
93
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.8 months past the 10.5-month grace window.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECH II, INC..
Plan sponsor
Name
TECH II, INC.
EIN
31-0795474
Address
1765 W. COUNTY LINE RD. · URBANA, OH · 43078
Phone
(937) 969-7000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-04-30
Filed
2023-05-09
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2I · Stock bonus
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
HILL, BARTH, & KING, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORD KEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HUNTINGTON NATIONAL BANK | 31-0966785 | — | INVESTMENT ADVISORY | $6K | — |
Investments
25 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FEDERATED HERMES INSTITUTIONAL HIGH TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 575 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS CAP WORLD GROWTH AND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 755 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 111 | Pooled Separate Account | $0 | — |
| JP MORGAN SMID CAP EQUITY TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 294 | Pooled Separate Account | $0 | — |
| VICTORY ESTABLISHED VALUE RETIREMEN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 613 | Pooled Separate Account | $0 | — |
| EATON VANCE SMID CAP FUND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 638 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2060 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 612 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS WASHINGTON MUTUAL IN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 235 | Pooled Separate Account | $0 | — |
| VANGUARD SMALL CAP VALUE INDEX FUND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 108 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2050 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 113 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2055 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 505 | Pooled Separate Account | $0 | — |
| MORGAN STANLEY INSTITUTIONAL CORE P TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 776 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS AMCAP FUND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 249 | Pooled Separate Account | $0 | — |
| TRANSAMERICA BLACKROCK INDEX RETIRE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 047 | Pooled Separate Account | $0 | — |
| AMERICAN EUROPACIFIC GROWTH FUND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 068 | Pooled Separate Account | $0 | — |
| FIDELITY ADVISOR SMALL CAP FUND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 258 | Pooled Separate Account | $0 | — |
| MFS FUNDS VALUE FUND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 713 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2045 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 051 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 250 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 050 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 049 | Pooled Separate Account | $0 | — |
| JP MORGAN US EQUITY RETIREMENT OPTI TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 297 | Pooled Separate Account | $0 | — |
| JP MORGAN EQUITY INCOME FUND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 584 | Pooled Separate Account | $0 | — |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | $0 | — |
| TRANSAMERICA LIFEGOAL 2040 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 112 | Pooled Separate Account | $0 | — |
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