How big is Tanknology Inc.'s plan?

Tanknology Inc.'s plan reported $16.6M in assets and 325 participants for 2023.

Original filing (PDF)20241014090533NAL0014676227001

Tanknology Inc.

Name: Tanknology Inc. — Tanknology Inc. 401(k) Plan, Form 5500 (2023)
Creator: Tanknology Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Tanknology Inc. 401(k) Plan

401(k) retirement plan · Tanknology Inc.'s Tanknology Inc. 401(k) Plan held $16.6M in plan assets for 325 participants in 2023, with Merrill (Bank of America) as recordkeeper.

Signals · 3

Late participant contributionsCorrective distributions issuedSelf-directed brokerage offered

Active participants

325

Accounts w/ balance

366

Plan assets (EOY)

$16.6M

Net assets (EOY)

$16.6M

Plan identifiers

Tanknology Inc.'s EIN is 76-0356438.

EIN 76-0356438

Plan number 001

Plan year 2023

ACK ID 20241014090533NAL0014676227001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Tanknology Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Tanknology Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TANKNOLOGY INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

60 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 311K (18% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (19th percentile).
Bottom-decile employer contributions per participant (9th percentile).

Plan sponsor

Name

TANKNOLOGY INC.

EIN

all filings

Address

11000 N. MO PAC EXPRESSWAY · SUITE 500 · AUSTIN, TX · 78759

Phone

(512) 451-6334

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$79K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
PEGGY EDGE, CPA, LLC	26-4527814	—	ACCOUNTANT	$8K	—

Investments

60 direct securities · 1 pooled fund· $16.6M(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.

Other securities

$6.8M

32 holdings

Mutual Funds

$4.7M

17 holdings

Common Collective Trusts

$2.1M

3 holdings

Common Stocks

$1.5M

5 holdings

Common Collective Trust

$603K

1 holding

Stable Value

$516K

1 holding

Bonds / Notes

$378K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

BlackRock / iShares$3.1M Vanguard$2.5M Invesco$1.2M MFS$988K PIMCO$971K American Funds (Capital Group)$851K JPMorgan$624K Principal$217K Franklin Templeton$175K

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Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

					% of plan
Bank of America, N.A. Ishares S&P 500 Index Fd Instl	Common Collective Trusts	—	—	$1.4M	8.3%
Bank of America, N.A. Alger Spectra Fund CL A	Common Stocks	—	—	$972K	5.8%
Bank of America, N.A. Virtus Newfleet Mlti-Sctr A GM	Other securities	—	—	$952K	5.7%
Bank of America, N.A. MFS Value Fund R6 GM	Mutual Funds	—	—	$914K	5.5%
Bank of America, N.A. American AMCAP Fund CL	Other securities	—	—	$851K	5.1%
Bank of America, N.A. Blackrock Eq Divdend A	Other securities	—	—	$830K	5.0%
Bank of America, N.A. Vanguard US Growth Fd Adm GM	Mutual Funds	—	—	$686K	4.1%
Bank of America, N.A. Vanguard International Value GM	Mutual Funds	—	—	$628K	3.8%
INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001	Common Collective Trust	—	—	$603K	3.6%
Bank of America, N.A. Ishares Russell 2000 SM Cp A	Common Collective Trusts	—	—	$590K	3.5%
Bank of America, N.A. Victory Sycamore Est R6	Other securities	—	—	$583K	3.5%
Bank of America, N.A. Vanguard Intl Growth Adm GM	Mutual Funds	—	—	$576K	3.5%
INVESCO STABLE VALUE RET CL 1 COMMON / COLLECTIVE TRUSTS	Stable Value	—	$516K	$516K	3.1%
Bank of America, N.A. Victory Sycamore Est R6 GM	Other securities	—	—	$473K	2.8%
Bank of America, N.A. PIMCO Income Fund CL A GM	Mutual Funds	—	—	$458K	2.8%
Bank of America, N.A. Aberdeen Emerging Mrk Cl A GM	Common Stocks	—	—	$456K	2.7%
Bank of America, N.A. Columbia Midcap Indx Fd	Other securities	—	—	$401K	2.4%
Bank of America, N.A. JPMorgan Smartret 2055 ** 111 * Participant Loans Interest Rate Range: 4.25%-9.5%	Bonds / Notes	—	—	$378K	2.3%
Bank of America, N.A. Vanguard Federal Money Inv GM	Mutual Funds	—	—	$364K	2.2%
Bank of America, N.A. Delaware Ivy Mid Cap Growth R6 GM	Other securities	—	—	$338K	2.0%
Bank of America, N.A. Western Asset Core Bon CL	Mutual Funds	—	—	$321K	1.9%
Bank of America, N.A. American New Perspective R3	Other securities	—	—	$302K	1.8%
Bank of America, N.A. Carillon Eagle Sml Cap Grth A	Other securities	—	—	$277K	1.7%
Bank of America, N.A. Royce SmallCap Oppo Ins GM	Other securities	—	—	$257K	1.5%
Bank of America, N.A. Oakmark Internatl Inst	Other securities	—	—	$236K	1.4%
Bank of America, N.A. Royce SmallCap Oppo Ins	Other securities	—	—	$226K	1.4%
Bank of America, N.A. PIMCO Real Ret Fd Cl Inst	Mutual Funds	—	—	$192K	1.2%
Bank of America, N.A. Principal Real Estate SEC Fd I GM	Other securities	—	—	$178K	1.1%
Bank of America, N.A. Franklin Sm Cap Growth R6	Mutual Funds	—	—	$175K	1.1%
Bank of America, N.A. Van Eck Global Hard Assets GM	Other securities	—	—	$163K	1.0%
Bank of America, N.A. Blackrock High Yield Port K GM	Other securities	—	—	$162K	1.0%
Bank of America, N.A. Vanguard FTSE Social Index	Mutual Funds	—	—	$111K	0.7%
Bank of America, N.A. JPMorgan Smartret 2040	Other securities	—	—	$108K	0.7%
ACCRUED INCOME ACCRUED INCOME 613 INVESCO STABLE VAL RET CL 1 GM COMMON / COLLECTIVE TRUSTS	Common Collective Trusts	—	$87K	$87K	0.5%
Bank of America, N.A. MFS International Divs Fund	Mutual Funds	—	—	$78K	0.5%
Bank of America, N.A. JPMorgan Smartret 2030	Other securities	—	—	$74K	0.4%
Bank of America, N.A. MFS Value Fund R6	Mutual Funds	—	—	$73K	0.4%
Bank of America, N.A. Blackrock International Div A	Other securities	—	—	$72K	0.4%
Bank of America, N.A. Vanguard International Value	Mutual Funds	—	—	$58K	0.3%
Bank of America, N.A. Self Directed Brokerage Account	Self-Directed Brokerage	—	—	$56K	0.3%
ABRDN EMERGING MARKTS FD INSTL MUTUAL FUNDS	Other securities	—	$66K	$50K	0.3%
Bank of America, N.A. Aberdeen Emerging Mrkts CL A ** 49677 * Bank of America, N.A. Delaware Value Fd	Common Stocks	—	—	$49K	0.3%
Bank of America, N.A. Blackrock Strategic Inc Opp A	Common Stocks	—	—	$46K	0.3%
Bank of America, N.A. JPMorgan Smartret 2050	Other securities	—	—	$40K	0.2%
Bank of America, N.A. Principal Real Estate SEC Fd I	Other securities	—	—	$40K	0.2%
Bank of America, N.A. BNY Mellon Natural Resources A	Other securities	—	—	$38K	0.2%
Bank of America, N.A. Vanguard Wellesley In L Adm	Mutual Funds	—	—	$37K	0.2%
Bank of America, N.A. Virtus Newfleet Mlti-Sctr A	Other securities	—	—	$26K	0.2%
Bank of America, N.A. Goldman Sachs Intl Sml Insi A	Other securities	—	—	$23K	0.1%
Bank of America, N.A. JPMorgan Smartret 2020	Other securities	—	—	$21K	0.1%

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