Back to filter
Original filing (PDF)20250709115629NAL0002821491001
TECHNIMARK LLC
Form 5500
FILING_RECEIVED
TECHNIMARK RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
1,818
Accounts w/ balance
1,977
Plan assets (EOY)
$80.1M
Net assets (EOY)
$80.1M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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
- 31 bps in Schedule C fees — 95% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECHNIMARK LLC.
Plan sponsor
Name
TECHNIMARK LLC
EIN
56-1693703
Address
180 COMMERCE PLACE · ASHEBORO, NC · 27203
Phone
(336) 799-3911
Industry
Manufacturingsee 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
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $131K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $104K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH AND HOWARD PC | — | ATLANTA, GA | OTHER | $15K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $25 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
Investments
20 direct securities · 1 pooled fund· $80.1M(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.
Uncategorized
$74.3M
19 holdings
Common Collective Trust
$3.0M
1 holding
Mutual Funds
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv | — | — | — | $13.3M | 16.6% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $12.6M | 15.8% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $9.8M | 12.2% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $6.6M | 8.2% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $6.2M | 7.7% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $6.0M | 7.5% | |
| Vanguard Total Stock mkt Idx Adm | — | — | — | $5.6M | 7.0% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $5.0M | 6.2% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $3.0M | 3.7% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $2.9M | 3.6% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $2.8M | 3.5% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% 0 | — | — | — | $2.8M | 3.5% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $1.8M | 2.3% | |
| Vanguard Target Retirement Income Inv | — | — | — | $561K | 0.7% | |
| Vanguard Total Inti Stock Index Admiral | — | — | — | $385K | 0.5% | |
| Vanguard Total Bond Market index Admiral | — | — | — | $338K | 0.4% | |
| Money market Treasury Money Market Inv | — | — | — | $203K | 0.3% | |
| Self-Directed Accounts * Empower Sdb Securities | — | — | — | $135K | 0.2% | |
| Empower Sdb Securities Roth | — | — | — | $118K | 0.1% | |
| Vanguard Shrt- Term Infl-Prot Sec Idx Adm | — | — | — | $90K | 0.1% | |
| Vanguard Total Inti Bd Idx Admiral | — | — | — | $41K | <0.1% |