AMY M Flynn signed Tech Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tech Systems, Inc.'s EIN is 54-1685707.
Download the official 2024 Form 5500 (PDF) for Tech Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tech Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | INVESTEMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | 31-1582098 | — | CONTRACT ADMINISTRATOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Principal Trust Target 2040 Fund | Common Stocks | — | — | $825K | 14.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $825K | 14.9% | |
| Principal Life Insurance Company Principal Trust Target 2030 Fund | Common Stocks | — | — | $697K | 12.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $697K | 12.6% | |
| Principal Life Insurance Company Principal Trust Target 2035 Fund | Common Stocks | — | — | $694K | 12.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $694K | 12.5% | |
| Principal Life Insurance Company Principal Trust Target 2045 Fund | Common Stocks | — | — | $623K | 11.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $623K | 11.2% | |
| Principal Life Insurance Company Principal Trust Target 2025 Fund | Common Stocks | — | — | $568K | 10.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $568K | 10.2% | |
| Principal Life Insurance Company Principal Trust Target 2050 Fund | Common Stocks | — | — | $349K | 6.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $349K | 6.3% | |
| Principal Life Insurance Company Principal Trust Target 2060 Fund | Common Stocks | — | — | $349K | 6.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $349K | 6.3% | |
| Principal Life Insurance Company Principal Trust Target 2020 Fund | Common Stocks | — | — | $332K | 6.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $332K | 6.0% | |
| Principal Life Insurance Company Principal Trust Target 2055 Fund | Common Stocks | — | — | $262K | 4.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $262K | 4.7% | |
| PRINCIPAL LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $185K | 3.3% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $88K | 1.6% | |
| Principal Life Insurance Company Principal Diversified International Separate Account | Pooled Separate Accounts | — | — | $68K | 1.2% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $68K | 1.2% | |
| Principal Life Insurance Company Fixed Income Guaranteed Option (Contract Value) | Common Stocks | — | — | $57K | 1.0% | |
| Principal Life Insurance Company Principal Trust Target 2015 Fund | Common Stocks | — | — | $53K | 1.0% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $53K | 1.0% | |
| Principal Life Insurance Company Principal Trust Income Fund | Common Stocks | — | — | $40K | 0.7% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $40K | 0.7% | |
| Principal Life Insurance Company Principal Large Cap Growth I Sep Account Fund | Common Stocks | — | — | $39K | 0.7% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $39K | 0.7% | |
| American Funds American Funds Washington Mutual R6 Fund | Mutual Funds | — | — | $30K | 0.5% | |
| Janus International Holding Janus Henderson Enterprise N Fund | Mutual Funds | — | — | $29K | 0.5% | |
| Vanguard Intermediate-Term Corporate Bond Index Fund Vanguard Group Admiral Shares | Common Collective Trusts | — | — | $26K | 0.5% | |
| Western Asset Western Asset Core Plus Bond I Fund | Other securities | — | — | $24K | 0.4% | |
| Dimensional Fund DFA International Core Equity I Fund | Mutual Funds | — | — | $18K | 0.3% | |
| Principal Life Insurance Company Principal Trust Target 2070 Fund | Common Stocks | — | — | $10K | 0.2% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $10K | 0.2% | |
| Vanguard Group Vanguard Small-Cap Value Index Admiral Fund | Mutual Funds | — | — | $8K | 0.1% | |
| Victory Funds Victory Sycamore Established Value R6 Fund | Other securities | — | — | $6K | 0.1% | |
| PRIN MIDCAP S&P 400 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $6K | 0.1% | |
| Notes receivable Installment loans receivable with interest rates from participants ranging from 10% to 10.25% that mature in May | Bonds / Notes | — | — | $6K | 0.1% | |
| Vanguard Group Vanguard Small-Cap Growth Index Admiral Fund | Mutual Funds | — | — | $6K | 0.1% | |
| Dimensional Fund Investors DFA US Core Equity II Fund | Mutual Funds | — | — | $6K | 0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $5K | <0.1% | |
| Dimensional Fund DFA Real Estate Secs I Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Dimensional Fund DFA Inflation-Protected Securities I Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Alliance Bernstein AB Global Bond Fund Class Z | Other securities | — | — | $2K | <0.1% | |
| American Funds American Funds NewWorld R6 Fund | Mutual Funds | — | — | $2K | <0.1% |
