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Original filing (PDF)20251027140502NAL0005717505001

TECHNICAL RESPONSE, INC.

Form 5500
FILING_RECEIVED
TECHNICAL RESPONSE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~251 bps in Sched C fees
Active participants
44
Accounts w/ balance
192
Plan assets (EOY)
$863K
Net assets (EOY)
$863K
How this plan invests
This plan
23 pooled trusts
Schedule D
24 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
  • 251 bps in Schedule C fees — 59% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECHNICAL RESPONSE, INC..
Plan sponsor
Name
TECHNICAL RESPONSE, INC.
EIN
47-2274476
Address
10340 GOLDENFERN LANE · KNOXVILLE, TN · 37931
Phone
(865) 356-7856
Industry
Manufacturingsee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-27
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)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
ADMIN. GROUP, LLC DBA TAG RESOURCES42-1484983RECORD KEEPER$14K
TRANSAMERICA FINANCIAL LIFE INS36-6071399RECORD KEEPER$8K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
RPA FINANCIAL LLC83-1143379INV ADVISORY-PLAN$431

Investments

1 direct security · 23 pooled funds· $861K(100% 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.

Pooled Separate Account
$821K
23 holdings
Uncategorized
$40K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
TRANSAMERICA LIFEGOAL 2040 WITH BLK
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 838
Pooled Separate Account
$132K15.3%
TRANSAMERICA LIFEGOAL 2030 WITH BLA
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 836
Pooled Separate Account
$106K12.3%
TRANSAMERICA LIFEGOAL 2055 WITH BLK
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 841
Pooled Separate Account
$88K10.2%
TRANSAMERICA LIFEGOAL 2050 WITH BLK
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 840
Pooled Separate Account
$81K9.4%
JPMORGAN LRG CAP GR RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580
Pooled Separate Account
$70K8.1%
TRANSAMERICA LIFEGOAL 2065 WITH BLA
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403
Pooled Separate Account
$68K7.9%
TRANSAMERICA LIFEGOAL 2060 WITH BLK
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 842
Pooled Separate Account
$65K7.5%
TRANSAMERICA LIFEGOAL 2035 WITH BLK
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 837
Pooled Separate Account
$49K5.7%
Transamerica Financial Life Insurance Company Stable Value Advantage Account$40K4.6%
TRANSAMERICA LIFEGOAL 2045 WITH BLK
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 839
Pooled Separate Account
$39K4.5%
FIDELITY 500 INDEX RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 135
Pooled Separate Account
$32K3.8%
TRANSAMERICA LIFEGOAL 2025 WITH BLA
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 835
Pooled Separate Account
$28K3.2%
TRANSAMERICA LIFEGOAL RET WITH BLAC
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 833
Pooled Separate Account
$13K1.5%
BLACKROCK EQUITY DIVIDEND RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 935
Pooled Separate Account
$12K1.4%
MFS INTERNATIONAL DIVERSIFICATION R
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 123
Pooled Separate Account
$8K0.9%
JANUS HENDERSON TRITON RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 830
Pooled Separate Account
$5K0.5%
AMERICAN FUNDS BOND FUND OF AMERICA
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 365
Pooled Separate Account
$4K0.5%
PIMCO INC RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 668
Pooled Separate Account
$4K0.5%
FIDELITY U.S. BOND INDEX RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 161
Pooled Separate Account
$4K0.5%
FIDELITY TOTAL INTERNTL INDEX RET A
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 160
Pooled Separate Account
$4K0.4%
FIDELITY SMALL CAP INDEX RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 139
Pooled Separate Account
$3K0.3%
DFA GLOBAL REAL ESTATE SECURITIES R
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 156
Pooled Separate Account
$3K0.3%
DFA U.S. TARGETED VAL PORT RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 527
Pooled Separate Account
$2K0.2%
FIDELITY MID CAP INDEX RET ACCT
TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 138
Pooled Separate Account
$1K0.1%

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