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Original filing (PDF)20250825050341NAL0007563601001

TECHNATOMY CORPORATION

Form 5500
FILING_RECEIVED
TECHNATOMY CORPORATION 401K PLAN
401(k) retirement plan
Active participants
55
Accounts w/ balance
123
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
5 pooled trusts
Schedule D
22 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
Helping the score
  • Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECHNATOMY CORPORATION.
Plan sponsor
Name
TECHNATOMY CORPORATION
EIN
54-2003301
Address
3900 JERMANTOWN ROAD · SUITE 170 · FAIRFAX, VA · 22030
Phone
(703) 268-5525
Industry
Professional & Technical Servicessee 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
2025-08-25
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)
Audit & trust (Schedule H)
Auditor
CST GROUP CPAS PC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745RECORD KEEPER$2K
ADP BROKER-DEALER22-3319984RECORD KEEPER$0

Investments

17 direct securities · 5 pooled funds· $9.5M(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.

Registered Investment Companies
$7.1M
17 holdings
Common Collective Trust
$2.4M
5 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
T.ROWE PRICE RETIREMENT 2040-R
Registered Investment Companies
$1.2M13.0%
STATE ST S&P 500 IDX IX
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344
Common Collective Trust
$1.2M12.6%
T.ROWE PRICE RETIREMENT 2030-R
Registered Investment Companies
$828K8.7%
ALGER CAPITAL APPR INSTIT - I
Registered Investment Companies
$766K8.0%
T.ROWE PRICE RETIREMENT 2050-R
Registered Investment Companies
$725K7.6%
STATE ST S&P MD CP IDX NL J
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347
Common Collective Trust
$619K6.5%
T.ROWE PRICE RETIREMENT 2020-R
Registered Investment Companies
$548K5.8%
AMERCENT HERITAGE FUND - A
Registered Investment Companies
$442K4.6%
VICTORY ESTABLISHED VALUE A
Registered Investment Companies
$431K4.5%
INVESCO STABLE ASSET
INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001
Common Collective Trust
$413K4.3%
VICTORY DIVERSIFIED STOCK FD-A
Registered Investment Companies
$399K4.2%
FIDELITY ADVISOR SMALL CAP - M
Registered Investment Companies
$371K3.9%
INVESCO GOLD & SPEC MIN -A
Registered Investment Companies
$254K2.7%
PIMCO TOTAL RETURN FUND - A
Registered Investment Companies
$229K2.4%
DWS CROCI US A
Registered Investment Companies
$202K2.1%
VIRTUS NFJ SC VALUE A
Registered Investment Companies
$200K2.1%
GOLDMAN INTERNATIONAL EQUITY A
Registered Investment Companies
$191K2.0%
STATE ST RUSS SC IDX VIII
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340
Common Collective Trust
$126K1.3%
JANUS H OVERSEAS FUND - S
Registered Investment Companies
$118K1.2%
T.ROWE PRICE RETIREMENT 2010-R
Registered Investment Companies
$91K1.0%
T. ROWE PRICE RETIRE BALANCE R
Registered Investment Companies
$79K0.8%
STATE ST INTL IDX SECLEND VIII
STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336
Common Collective Trust
$28K0.3%

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