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Original filing (PDF)20251015103833NAL0009116338001
TECHFLOW MISSION SUPPORT, LLC DBA EMI SERVICES
Form 5500
FILING_RECEIVED
EMI 401(K) PLAN
401(k) retirement plan
Active participants
289
Accounts w/ balance
411
Plan assets (EOY)
$23.0M
Net assets (EOY)
$23.0M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 65% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECHFLOW MISSION SUPPORT, LLC DBA EMI SERVICES.
Plan sponsor
Name
TECHFLOW MISSION SUPPORT, LLC DBA EMI SERVICES
EIN
46-0976793
Address
301 A STREET · IDAHO FALLS, ID · 83402
Phone
(208) 522-1117
Industry
Admin Support & Waste Mgmtsee 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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COOPER NORMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENT RETIREMENT ADVISORS LLC | — | BOISE, ID | INVESTMENT ADVISOR | $53K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOPER NORMAN CPA'S & BUISNESS ADVI | — | POCATELLO, ID | AUDITOR | $394 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
Investments
31 direct securities· $21.0M(91% of reported assets)
Mutual Funds
$17.5M
29 holdings
Uncategorized
$3.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| identifies party borrower, lessor, (c) Current in-interest or similar party Description of Investment Value Mutual Funds NUVEEN LIFECYCLE INDEX 2030 R6 | — | — | — | $2.9M | 12.7% | |
| NUVEEN LIFECYCLE INDEX 2025 R6 | Mutual Funds | — | — | $2.2M | 9.6% | |
| NUVEEN LIFECYCLE INDEX 2035 R6 | Mutual Funds | — | — | $2.0M | 8.9% | |
| NUVEEN LIFECYCLE INDEX 2060 R6 | Mutual Funds | — | — | $1.2M | 5.0% | |
| NUVEEN LIFECYCLE INDEX 2020 R6 | Mutual Funds | — | — | $1.1M | 4.9% | |
| NUVEEN LIFECYCLE INDEX RETIREMENT | Mutual Funds | — | — | $1.1M | 4.7% | |
| VANGUARD 500 INDEX ADMIRAL | Mutual Funds | — | — | $1.1M | 4.7% | |
| NUVEEN LIFECYCLE INDEX 2050 R6 | Mutual Funds | — | — | $1.0M | 4.5% | |
| LARGE CAP GROWTH / JP MORGAN INVST | Mutual Funds | — | — | $880K | 3.8% | |
| NUVEEN LIFECYCLE INDEX 2045 R6 | Mutual Funds | — | — | $861K | 3.7% | |
| NUVEEN LIFECYCLE INDEX 2055 R6 | Mutual Funds | — | — | $790K | 3.4% | |
| Insurance Contract KEY GUARANTEED PORTFOLIO FUND | — | — | — | $561K | 2.4% | |
| PGIM JENNISON INTERNATIONAL OPPS R6 | Mutual Funds | — | — | $553K | 2.4% | |
| VANGUARD EQUITY-INCOME ADM | Mutual Funds | — | — | $511K | 2.2% | |
| AMERICAN FUNDS US GOVERNMENT SEC 712 Participant Loans INTEREST RATE RANGE 5.25% - 10.50% | Mutual Funds | — | — | $500K | 2.2% | |
| VANGUARD INTERM-TERM BOND INDEX | Mutual Funds | — | — | $476K | 2.1% | |
| SCHWAB FDMTL INTL EQT IDX | Mutual Funds | — | — | $470K | 2.0% | |
| JANUS HENDERSON GLOBAL TECH INNOVATION | Mutual Funds | — | — | $422K | 1.8% | |
| VANGUARD SMALL CAP GROWTH INDEX | Mutual Funds | — | — | $419K | 1.8% | |
| PRINCIPAL MIDCAP S&P 400 INDEX INST | Mutual Funds | — | — | $374K | 1.6% | |
| VANGUARD EMERGING MKTS STOCK IDX | Mutual Funds | — | — | $234K | 1.0% | |
| VANGUARD BALANCED INDEX ADM | Mutual Funds | — | — | $230K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | — | $224K | 1.0% | |
| PARNASSUS CORE EQUITY - INST | Mutual Funds | — | — | $179K | 0.8% | |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL | Mutual Funds | — | — | $172K | 0.7% | |
| WESTERN ASSET CORE BOND IS | Mutual Funds | — | — | $122K | 0.5% | |
| MFS INTERNATIONAL INTRINSIC VALUE | Mutual Funds | — | — | $117K | 0.5% | |
| DFA INFLATION-PROTECTED SECURITIES | Mutual Funds | — | — | $111K | 0.5% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL | Mutual Funds | — | — | $93K | 0.4% | |
| FEDERATED HERMES INSTL HIGH YIELD | Mutual Funds | — | — | $28K | 0.1% | |
| VANGUARD WELLESLEY INCOME ADM | Mutual Funds | — | — | $26K | 0.1% |
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