Back to filter
Original filing (PDF)20250924154813NAL0007743921001
TACTICAL ENGINEERING & ANALYSIS, INC.
Form 5500
FILING_RECEIVED
TACTICAL ENGINEERING & ANALYSIS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
48% in single holding95% employer stockNo recordkeeper disclosed
Active participants
193
Accounts w/ balance
268
Plan assets (EOY)
$21.0M
Net assets (EOY)
$18.2M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 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
51
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Tactical Engineering & Analaysis, * Inc. 571,013.0000 Shares of Common Stock" is 48% of plan.
- 95% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TACTICAL ENGINEERING & ANALYSIS, INC..
Plan sponsor
Name
TACTICAL ENGINEERING & ANALYSIS, INC.
EIN
33-0830317
Address
6050 SANTO ROAD · SUITE 250 · SAN DIEGO, CA · 92124
Phone
(858) 573-9869
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2P · Leveraged ESOP
2I · Stock bonus
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
LAVINE, LOFGREN, MORRIS & ENGELBERG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $18.9M(90% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Tactical Engineering & Analaysis, * Inc. 571,013.0000 Shares of Common Stock | — | — | $8.6M | $17.2M | 82.0% | |
| Argent Trust Interest-bearing money market account | — | — | $1.7M | $1.7M | 8.0% |