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Original filing (PDF)20251014111508NAL0001290435001

SECTEK, INC.

Form 5500
FILING_RECEIVED
SECTEK SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Signals · 3
54% in single holding~89 bps in Sched C feesNo recordkeeper disclosed
Active participants
649
Accounts w/ balance
176
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
How this plan invests
This plan
20 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
79
/ 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
65
Vendor stack
80
Participation health
65
Knocking points off
  • Top holding "[DFE: FLEXPATH INDEX MODERATE RETIREMENT FUND (extraction pending)]" is 54% of plan.
  • 89 bps in Schedule C fees — 71% above peer band of 52 bps.
  • No recordkeeper disclosed on Schedule C.
  • Only 27% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SECTEK, INC..
Plan sponsor
Name
SECTEK, INC.
EIN
34-1726791
Address
1670 TYSONS BLVD STE 910 · TYSONS, VA · 22102
Phone
(571) 234-4688
Industry
Admin Support & Waste Mgmtsee 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES, P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
KESTRA ADVISORY SERVICES, LLC35-2552359INVESTMENT ADVISORY$0
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
PRINCIPAL LIFE INSURANCE COMPANY42-0127290CONTRACT ADMINISTRATOR$31K
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
SC& H ATTEST SERVICES52-1743645ACCOUNTANT$11K

Investments

20 pooled funds· $3.9M(83% 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.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
FLEXPATH INDEX MODERATE RET R1
GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211
Common Collective Trust
$2.1M45.3%
FLEXPATH INDEX MODERAT 2035 R1
GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217
Common Collective Trust
$968K20.7%
FLEXPATH INDEX MODERAT 2045 R1
GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220
Common Collective Trust
$301K6.4%
SMALL CAP VALUE II I1 FUND
GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554
Common Collective Trust
$149K3.2%
FLEXPATH INDEX CONSERV RET R1
GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212
Common Collective Trust
$93K2.0%
INTERATIONAL EQUITY I1 FUND
GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631
Common Collective Trust
$82K1.8%
FLEXPATH INDEX AGGRE 2035 R1
GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216
Common Collective Trust
$76K1.6%
FLEXPATH INDEX MODERAT 2055 R1
GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223
Common Collective Trust
$70K1.5%
FLEXPATH INDEX AGGRE RETIRE R1
GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210
Common Collective Trust
$14K0.3%
BLACKROCK EAFE EQ INDX FD CL 1
GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007
Common Collective Trust
$6K$6K0.1%
LARGE CAP VALUE I1 FUND
GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426
Common Collective Trust
$5K0.1%
MID CAP GROWTH I1 FUND
GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549
Common Collective Trust
$5K0.1%
FLEXPATH CORE PL BD FD FEE CLASS L1
GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515
Common Collective Trust
$179<0.1%
FLEXPATH INDEX CONSERV 2025 R1
GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215
Common Collective Trust
$0<0.1%
FLEXPATH INDEX CONSERV 2055 R1
GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224
Common Collective Trust
$0<0.1%
FLEXPATH INDEX MODERAT 2025 R1
GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214
Common Collective Trust
$0<0.1%
FLEXPATH INDEX AGGRE 2025 R1
GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213
Common Collective Trust
$0<0.1%
FLEXPATH INDEX AGGRE 2045 R1
GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219
Common Collective Trust
$0<0.1%
FLEXPATH INDEX AGGRE 2055 R1
GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222
Common Collective Trust
$0<0.1%
MID CAP VALUE I1 FUND
GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630
Common Collective Trust
$0<0.1%

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