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Original filing (PDF)20251015124603NAL0006127632001
TECHCXO, LLC
Form 5500
FILING_RECEIVED
TECHCXO LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
190
Accounts w/ balance
211
Plan assets (EOY)
$42.0M
Net assets (EOY)
$42.0M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- 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 TECHCXO, LLC.
Plan sponsor
Name
TECHCXO, LLC
EIN
46-1536536
Address
1911 GRAYSON HWY., SUITE 8-122 · GRAYSON, GA · 30017
Phone
(678) 636-0008
Industry
Management of Companies / Holdingssee 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MERSEREAU,LAZENBY & ROCKAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
41 direct securities· $39.6M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RET2030 I MUTUAL FUNDS | — | — | — | $5.0M | 11.9% | |
| RET2035 I MUTUAL FUNDS | — | — | — | $4.8M | 11.5% | |
| T. ROWE PRICE DIVIDEND GROWTH I MUTUAL FUNDS | — | — | — | $3.1M | 7.5% | |
| FIDELITY 500 INDEX MUTUAL FUNDS | — | — | — | $2.9M | 6.9% | |
| RET2025 I MUTUAL FUNDS | — | — | — | $2.2M | 5.2% | |
| RET2045 I MUTUAL FUNDS | — | — | — | $2.1M | 4.9% | |
| T. ROWE PRICE STABLE VALUE N MUTUAL FUNDS | — | — | — | $2.0M | 4.9% | |
| RET2020 I MUTUAL FUNDS | — | — | — | $1.8M | 4.2% | |
| RET2040 I MUTUAL FUNDS | — | — | — | $1.5M | 3.7% | |
| FIDELITY TOTAL MARKET INDEX MUTUAL FUNDS | — | — | — | $1.4M | 3.4% | |
| TIAA-CREF LARGE-CAP GR IDX INSTL MUTUAL FUNDS | — | — | — | $1.4M | 3.2% | |
| SCHWAB BROKERAGE MUTUAL FUNDS | — | — | — | $1.2M | 2.8% | |
| T. ROWE PRICE BLUE CHIP GROWTH I MUTUAL FUNDS | — | — | — | $927K | 2.2% | |
| PGIM SHORT-TERM CORPORATE BD R6 MUTUAL FUNDS | — | — | — | $860K | 2.0% | |
| RET2050 I MUTUAL FUNDS | — | — | — | $776K | 1.8% | |
| JPMORGAN MID-CAP GROWTH R6 MUTUAL FUNDS | — | — | — | $668K | 1.6% | |
| RET2065 I MUTUAL FUNDS | — | — | — | $614K | 1.5% | |
| BLACKROCK 80/20 TARGET ALLOCATION K MUTUAL FUNDS | — | — | — | $586K | 1.4% | |
| MFS VALUE R6 MUTUAL FUNDS | — | — | — | $497K | 1.2% | |
| INVESCO GOLD & SPEC MNRL R6 MUTUAL FUNDS | — | — | — | $472K | 1.1% | |
| RET2055 I MUTUAL FUNDS | — | — | — | $470K | 1.1% | |
| RET2015 I MUTUAL FUNDS | — | — | — | $430K | 1.0% | |
| VANGUARD MID CAP INDEX MUTUAL FUNDS | — | — | — | $429K | 1.0% | |
| PARTICIPANT LOANS 4.24 - 9.5% | — | — | — | $424K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADM MUTUAL FUNDS | — | — | — | $388K | 0.9% | |
| BLACKROCK 60/40 TARGET ALLOCATION K MUTUAL FUNDS | — | — | — | $384K | 0.9% | |
| AMERICAN FUNDS STRATEGIC BOND R-6 MUTUAL FUNDS | — | — | — | $258K | 0.6% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 MUTUAL FUNDS | — | — | — | $247K | 0.6% | |
| T. ROWE PRICE GLOBAL STOCK I MUTUAL FUNDS | — | — | — | $229K | 0.5% | |
| VANGUARD INTERNATIONAL GROWTH ADM MUTUAL FUNDS | — | — | — | $210K | 0.5% | |
| LORD ABBETT GROWTH LEADERS R6 MUTUAL FUNDS | — | — | — | $204K | 0.5% | |
| FIDELITY EMERGING MARKETS INDEX MUTUAL FUNDS | — | — | — | $174K | 0.4% | |
| VANGUARD TOTAL BOND MKT INDEX MUTUAL FUNDS | — | — | — | $158K | 0.4% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R MUTUAL FUNDS | — | — | — | $156K | 0.4% | |
| LORD ABBETT DEVELOPING GROWTH R6 MUTUAL FUNDS | — | — | — | $142K | 0.3% | |
| BLACKROCK 40/60 TARGET ALLOCATION K MUTUAL FUNDS | — | — | — | $113K | 0.3% | |
| AMG RIVER ROAD SMALL CAP VALUE I MUTUAL FUNDS | — | — | — | $78K | 0.2% | |
| AMERICAN FUNDS BOND FUND OF AMER R6 MUTUAL FUNDS | — | — | — | $68K | 0.2% | |
| RET2060 I MUTUAL FUNDS | — | — | — | $66K | 0.2% | |
| AMERICAN FUNDS SMALLCAP WORLD R6 MUTUAL FUNDS | — | — | — | $42K | 0.1% | |
| TOUCHSTONE MID CAP GROWTH R6 MUTUAL FUNDS | — | — | — | $42K | <0.1% |