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Original filing (PDF)20251010125538NAL0004624691001
TECH SYSTEMS, INC.
Form 5500
FILING_RECEIVED
TECH SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
415
Accounts w/ balance
431
Plan assets (EOY)
$22.9M
Net assets (EOY)
$22.9M
How this plan invests
This plan
13 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECH SYSTEMS, INC..
Plan sponsor
Name
TECH SYSTEMS, INC.
EIN
58-1895929
Address
4942 SUMMER OAK DRIVE · BUFORD, GA · 305180405
Phone
(706) 340-7298
Industry
All Other Professional Services· 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
2025-10-10
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
HLB CROSS COLLINS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $34K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $12K | — |
Investments
19 direct securities · 13 pooled funds· $24.4M(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
$14.8M
19 holdings
Common Collective Trust
$9.6M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ( a ) Identity of Issue Description Cost Current Value American Century Investments American Century Growth Fund a | — | — | — | $2.3M | 9.9% | |
| Vanguard Group Vanguard 500 Index Fund a | — | — | — | $2.2M | 9.8% | |
| The American Funds American Balanced R6 Fund a | — | — | — | $2.0M | 8.6% | |
| T. ROWE PRICE RTM 2040 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.5M | 6.7% | |
| Federated Investors Trust Company Federated Hermes Capital Preservation R6 Pricing Fund a | — | — | — | $1.4M | 6.2% | |
| FEDERATED HERM CAP PRES R6P FD FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.4M | 6.2% | |
| T. ROWE PRICE RTM 2025 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.4% | |
| T. ROWE PRICE RTM 2045 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.2M | 5.0% | |
| Vanguard Group Vanguard Equity Income Fund a | — | — | — | $1.1M | 4.8% | |
| T. ROWE PRICE RTM 2030 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.7% | |
| T. ROWE PRICE RTM 2035 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.0M | 4.4% | |
| Fidelity Investments Fidelity International Index Fund a | — | — | — | $950K | 4.1% | |
| T. ROWE PRICE RTM 2050 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $922K | 4.0% | |
| MFS Investment Management MFS Mid Cap Value Fund a | — | — | — | $809K | 3.5% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio a | — | — | — | $704K | 3.1% | |
| T. ROWE PRICE RTM 2055 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $699K | 3.0% | |
| Dodge and Cox Funds Dodge & Cox Income Fund a | — | — | — | $689K | 3.0% | |
| T. Rowe Price Trust Company T. Rowe Price Rtm 2015 Tr Cl C a 107 T. Rowe Price Trust Company T. Rowe Price Rtm 2010 Tr Cl C a 107 * Participant Loans Notes receivable from participants with interest rates of 4.25% to 9.50% - | — | — | — | $557K | 2.4% | |
| Oppenheimer Invesco Discovery Fund a | — | — | — | $464K | 2.0% | |
| Fidelity Investments Fidelity Small Cap Index Fund a | — | — | — | $378K | 1.6% | |
| T. ROWE PRICE RTM 2060 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $314K | 1.4% | |
| Fidelity Investments Fidelity Mid Cap Index Fund a | — | — | — | $307K | 1.3% | |
| Fidelity Investments Fidelity International Sustainability Index Fund a | — | — | — | $288K | 1.3% | |
| Fidelity Investments Fidelity U.S. Sustainability Index Fund a | — | — | — | $198K | 0.9% | |
| Macquarie Mid Cap Growth Fund a | — | — | — | $187K | 0.8% | |
| T. ROWE PRICE RTM 2020 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $155K | 0.7% | |
| Fidelity Investments Fidelity Real Estate Investment Portfolio a | — | — | — | $127K | 0.6% | |
| PIMCO Funds PIMCO International Bond Fund U.S. Dollar-Hedged a | — | — | — | $100K | 0.4% | |
| The American Funds American U.S. Government Securities Fund a | — | — | — | $31K | 0.1% | |
| T. ROWE PRICE RTM 2065 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $26K | 0.1% | |
| T. ROWE PRICE RTM 2010 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $108 | <0.1% | |
| T. ROWE PRICE RTM 2015 TR CL C T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $108 | <0.1% |
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