Original filing (PDF)20251015122813NAL0004842785001

TECHNIQUE, INC.

Name: TECHNIQUE, INC. — TECHNIQUE, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: TECHNIQUE, INC.

Form 5500

FILING_RECEIVED

TECHNIQUE, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

285

Accounts w/ balance

299

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 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

100

Concentration risk

100

Total plan cost

100

Vendor stack

100

Participation health

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECHNIQUE, INC..

Plan sponsor

Name

TECHNIQUE, INC.

EIN

38-3011922

Address

1500 TECHNOLOGY DR · JACKSON, MI · 49202

Phone

(517) 789-8988

Industry

Manufacturingsee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BOSWELL, SCHULTZ, SONNENBERG & ARNE

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EXECUTIVE WEALTH MANAGEMENT	—	JACKSON, MI	ADVISOR	$28K	—

Investments

26 direct securities· $7.0M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds American Balanced Fund	—	—	—	$1.7M	23.6%
Vanguard Information Technology Index Fund	—	—	—	$1.0M	14.6%
Ishares Core S&P 500 ETF	—	—	—	$946K	13.5%
Vanguard Growth Index Fund	—	—	—	$882K	12.6%
Vanguard Life Strategy Growth Fund	—	—	—	$778K	11.1%
T Rowe Price Diversified Midcap Growth	—	—	—	$383K	5.5%
Vanguard High Dividend Yield Index Fund	—	—	—	$359K	5.1%
Vanguard International Explorer Fund	—	—	—	$176K	2.5%
Ishares Core S&P Smallcap ETF	—	—	—	$168K	2.4%
Vanguard Life Strategy Moderate Growth Fund	—	—	—	$114K	1.6%
SPDR S&P Aerospace & Defense ETF	—	—	—	$83K	1.2%
Vanguard Industrials Index Fund	—	—	—	$67K	1.0%
Ishare Core S&P Midcap ETF	—	—	—	$61K	0.9%
Vanguad Consumer Staples ETF	—	—	—	$53K	0.8%
Vanguard Health Care Index Fund	—	—	—	$53K	0.8%
American Funds Moderate Growth and Income Fund	—	—	—	$43K	0.6%
TD Bank USA MMDA	—	—	—	$34K	0.5%
MFS Utilities Fund	—	—	—	$24K	0.3%
Vanguad Emerging Markets Stock Index Fund	—	—	—	$18K	0.3%
Vanguard Total Bond Market Index Fund	—	—	—	$17K	0.2%
Vanguard Life Strategy Conservative Growth Fund	—	—	—	$14K	0.2%
Ishare TIPS Bond ETF	—	—	—	$13K	0.2%
Blackrock High Yield Portfolio	—	—	—	$13K	0.2%
Vanguard Real Estate Index ETF	—	—	—	$12K	0.2%
Ishares Core MSCI EAFE ETF	—	—	—	$10K	0.1%
Financial Select Sector SPDR	—	—	—	$3K	<0.1%