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Original filing (PDF)20251008120520NAL0005813761001
TECHWISH GROUP INC.
Form 5500
FILING_RECEIVED
TECHWISH 401(K) PLAN
401(k) retirement plan
Active participants
371
Accounts w/ balance
218
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECHWISH GROUP INC..
Plan sponsor
Name
TECHWISH GROUP INC.
EIN
83-2890417
Address
21000 ATLANTIC BLVD · STE 750 · STERLING, VA · 20166
Phone
(703) 662-9114
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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $14K | — |
Investments
36 direct securities· $2.4M(100% of reported assets)
Uncategorized
$2.0M
35 holdings
Mutual Funds
$364K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $364K | 15.9% | |
| Fidelity 500 Index Fund | — | — | — | $332K | 14.5% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $259K | 11.3% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $240K | 10.5% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $146K | 6.4% | |
| Vanguard Growth Index Admiral Fund | — | — | — | $136K | 5.9% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $124K | 5.4% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $124K | 5.4% | |
| Transamerica Life Ins. Co. Transamerica Stbl Val Core Op | — | — | — | $93K | 4.0% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $72K | 3.2% | |
| MFS Growth Fund | — | — | — | $57K | 2.5% | |
| Vanguard Mid Cap Index Fund | — | — | — | $56K | 2.4% | |
| Vanguard Developing Markets Index Fund | — | — | — | $48K | 2.1% | |
| Vanguard Developed Mkt Idx Admiral | — | — | — | $48K | 2.1% | |
| Vanguard Value Index Admiral Fund | — | — | — | $43K | 1.9% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $41K | 1.8% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $35K | 1.5% | |
| maturing through August 2029 | — | — | — | $35K | 1.5% | |
| Baird Core Plus Institutional Bond Fund | — | — | — | $23K | 1.0% | |
| Fidelity Small Cap Index Fund | — | — | — | $18K | 0.8% | |
| Vanguard Inflation Protected Sector Fund | — | — | — | $16K | 0.7% | |
| Vanguard Mid Cap Value Index Fund | — | — | — | $12K | 0.5% | |
| DFA Emerging Markets Portfolio Fund | — | — | — | $11K | 0.5% | |
| Vanguard Real Estate Index Admiral Fund | — | — | — | $8K | 0.3% | |
| JP Morgan Mid Cap Growth Fund | — | — | — | $7K | 0.3% | |
| Principle High Yield Fund | — | — | — | $4K | 0.2% | |
| Vanguard GNMA Admiral Fund | — | — | — | $4K | 0.2% | |
| Vanguard GNMA Adm | — | — | — | $4K | 0.2% | |
| Dodge $ Cox Global Bond Fund | — | — | — | $4K | 0.2% | |
| Vanguard Explorer Admiral Fund | — | — | — | $4K | 0.2% | |
| American Funds 2015 Target Date Retirement Fund | — | — | — | $2K | <0.1% | |
| Franklin Utilities Fund | — | — | — | $2K | <0.1% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $1K | <0.1% | |
| DFA US Targeted Value Fund | — | — | — | $1K | <0.1% | |
| Vanguard Materials Index Adm | — | — | — | $1K | <0.1% | |
| Vanguard Materials Index Fund | — | — | — | $1K | <0.1% |