Back to filter
Original filing (PDF)20251003150809NAL0000931283001
TECHLINE, INC.
Form 5500
FILING_RECEIVED
TECHLINE, INC. 401(K) SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
342
Accounts w/ balance
287
Plan assets (EOY)
$29.6M
Net assets (EOY)
$29.6M
How this plan invests
This plan
14 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)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECHLINE, INC..
Plan sponsor
Name
TECHLINE, INC.
EIN
74-2480247
Address
9609 BECK CIR · AUSTIN, TX · 787585401
Phone
(512) 833-5401
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MAXWELL LOCKE & RITTER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $79K | — |
Investments
21 direct securities · 14 pooled funds· $34.4M(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
$17.7M
21 holdings
Pooled Separate Account
$16.8M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4.2M | 14.2% | |
| Vanguard Target Retirement 2040 Fund Inv Mutual Fund | — | — | — | $3.7M | 12.6% | |
| Vanguard Target Retirement 2030 Fund Inv Mutual Fund | — | — | — | $2.5M | 8.4% | |
| Principal MidCap Separate Account Z Separate Account | — | — | — | $2.4M | 8.3% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $2.4M | 8.3% | |
| Vanguard Target Retirement 2050 Fund Inv Mutual Fund | — | — | — | $2.3M | 7.7% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $2.2M | 7.3% | |
| Principal Government & HQ Bond Separate Account Z Separate Account | — | — | — | $1.8M | 6.0% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $1.8M | 6.0% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.2M | 4.2% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $1.1M | 3.7% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $858K | 2.9% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $814K | 2.8% | |
| Vanguard Target Retirement 2060 Fund Inv Mutual Fund | — | — | — | $803K | 2.7% | |
| PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $662K | 2.2% | |
| Vanguard Target Retirement 2055 Fund Inv Mutual Fund | — | — | — | $603K | 2.0% | |
| Vanguard Target Retirement 2020 Fund Inv Mutual Fund | — | — | — | $529K | 1.8% | |
| Principal Diversified International Separate Account Z Separate Account | — | — | — | $476K | 1.6% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $476K | 1.6% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $470K | 1.6% | |
| Participant Loans Interest rates: 3.25% - 8.50% - 0 - | — | — | — | $434K | 1.5% | |
| JPMorgan Emerging Markets Equity Fund R6 Mutual Fund | — | — | — | $413K | 1.4% | |
| Vanguard Target Retirement 2045 Fund Inv Mutual Fund | — | — | — | $286K | 1.0% | |
| Principal International SmallCap Separate Account Z Separate Account | — | — | — | $281K | 0.9% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $281K | 0.9% | |
| Principal SmallCap Value II Separate Account Z Separate Account | — | — | — | $269K | 0.9% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $269K | 0.9% | |
| Principal Guaranteed Interest Accounts General Account | — | — | — | $263K | 0.9% | |
| Vanguard Target Retirement 2065 Fund Inv Mutual Fund | — | — | — | $263K | 0.9% | |
| Vanguard Target Retirement 2035 Fund Inv Mutual Fund | — | — | — | $208K | 0.7% | |
| Vanguard Target Retirement Income Fund Inv Mutual Fund | — | — | — | $46K | 0.2% | |
| Vanguard Target Retirement 2025 Fund Inv Mutual Fund | — | — | — | $43K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Inv Mutual Fund | — | — | — | $3K | <0.1% | |
| Principal Financial Group, Inc. Stock Separate Account R6 Separate Account | — | — | — | $2K | <0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $2K | <0.1% |