How big is Los Alamos Technical Associates, Inc.'s plan?

Los Alamos Technical Associates, Inc.'s plan reported $23.0M in assets and 312 participants for 2024.

Original filing (PDF)20250814111409NAL0009045139001

Los Alamos Technical Associates, Inc.

Name: Los Alamos Technical Associates, Inc. — Los Alamos, Form 5500 (2024)
Creator: Los Alamos Technical Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Los Alamos Technical Associates, Inc. 401(k) and Profit Sharing Plan

401(k) retirement plan · Los Alamos Technical Associates, Inc.'s Los Alamos Technical Associates, Inc. 401(k) and Profit Sharing Plan held $23.0M in plan assets for 312 participants in 2024, with Merrill (Bank of America) as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

312

Accounts w/ balance

265

Plan assets (EOY)

$23.0M

Net assets (EOY)

$23.0M

People on this filing

Whitney Ball signed Los Alamos Technical Associates, Inc.'s 2024 Form 5500 as plan administrator.

Whitney Ball — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Los Alamos Technical Associates, Inc.'s EIN is 85-0241011.

EIN 85-0241011

Plan number 002

Plan year 2024

ACK ID 20250814111409NAL0009045139001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Los Alamos Technical Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Los Alamos Technical Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

41 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Below-peer total plan cost (92nd percentile).

Plan sponsor

Name

LOS ALAMOS TECHNICAL ASSOCIATES, INC.

EIN

all filings

Address

6727 ACADEMY RD. NE · SUITE A · ALBUQUERQUE, NM · 87109

Phone

(505) 884-3453

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial 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)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$3K	—

Investments

41 direct securities · 1 pooled fund· $24.5M(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

$10.5M

26 holdings

Common Collective Trusts

$9.6M

5 holdings

Mutual Funds

$2.8M

8 holdings

Common Collective Trust

$1.6M

1 holding

Cash / Money Market

$22K

2 holdings

					% of plan
FIDELITY 500 INDEX FUND MUTUAL FUNDS	Common Collective Trusts	—	$3.4M	$4.4M	19.2%
VANGUARD GROWTH INDEX FUND Mutual Fund	Common Collective Trusts	—	—	$2.5M	10.8%
AMERICAN EUROPACIFIC R6 GM Mutual Fund	Other securities	—	—	$1.6M	6.9%
FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$1.6M	6.9%
Federated Capital Preservation Fund Class R6 Collective Trust	Common Collective Trusts	—	—	$1.5M	6.7%
AMERICAN EUROPACIFIC GROWTH R6 Mutual Fund	Other securities	—	—	$1.2M	5.3%
PIONEER BOND FD CL K Mutual Fund	Other securities	—	—	$1.2M	5.2%
FIDELITY SMALL CAP INDEX FUND Mutual Fund	Common Collective Trusts	—	—	$1.1M	4.8%
PIMCO REAL RETURN FD CL INST Mutual Fund	Mutual Funds	—	—	$802K	3.5%
VICTORY SYCAMORE EST VAL FD I Mutual Fund	Other securities	—	—	$796K	3.5%
LOOMIS SAYLES GLOBAL ALLC N Mutual Fund	Other securities	—	—	$634K	2.8%
BLACKROCK LIFEPATH INDX 2030 K Mutual Fund	Other securities	—	—	$596K	2.6%
BLACKROCK LIFEPATH INDX RET K Mutual Fund	Other securities	—	—	$574K	2.5%
FIDELITY MID CAP INDEX Mutual Fund	Mutual Funds	—	—	$526K	2.3%
JP MORGAN EQUITY INCOME FD R6 Mutual Fund	Other securities	—	—	$500K	2.2%
PIONEER BOND FD CL K GM Mutual Fund	Other securities	—	—	$488K	2.1%
MFS RESEARCH INTERNATIONAL R6 Mutual Fund	Mutual Funds	—	—	$452K	2.0%
MFS GROWTH ALLOCATION FUND R4 Mutual Fund	Mutual Funds	—	—	$438K	1.9%
BLACKROCK EMERGING MRKTS INSTL Mutual Fund	Other securities	—	—	$393K	1.7%
BARON SMALL CAP FD CL INST Mutual Fund	Other securities	—	—	$389K	1.7%
COHEN & STEERS REAL EST CL Z Mutual Fund	Other securities	—	—	$356K	1.6%
PGIM HIGH YIELD FUND R6 Mutual Fund	Other securities	—	—	$310K	1.3%
JP MORGAN EQUITY INCM FD R6 GM Mutual Fund	Other securities	—	—	$238K	1.0%
VANGUARD SMALL CAP VALUE ADM Mutual Fund	Mutual Funds	—	—	$237K	1.0%
VANGUARD GROWTH INDEX FD GM Mutual Fund	Mutual Funds	—	—	$234K	1.0%
maturing through October 2032 -	Other securities	—	—	$197K	0.9%
LOAN FUND LOANS	Other securities	—	$197K	$197K	0.9%
BLACKROCK MID-CAP GRTH EQ FD K Mutual Fund	Other securities	—	—	$193K	0.8%
CALVERT US LRG CAP CORE R6 Mutual Fund	Other securities	—	—	$126K	0.5%
PGIM HIGH YIELD FUND R6 GM Mutual Fund	Other securities	—	—	$121K	0.5%
BARON SMALL CAP FD CL INST GM Mutual Fund	Other securities	—	—	$103K	0.4%
VANGUARD SMALL CAP VAL ADM GM Mutual Fund	Mutual Funds	—	—	$91K	0.4%
BLACKROCK MID-CAP GRTH EQ K GM Mutual Fund	Other securities	—	—	$72K	0.3%
VICTORY SYCAMORE EST VAL I GM Mutual Fund	Other securities	—	—	$69K	0.3%
BLACKROCK LIFEPATH INDX 2035 K Mutual Fund	Other securities	—	—	$67K	0.3%
MFS RESEARCH INTRNL R6 GM Mutual Fund	Mutual Funds	—	—	$61K	0.3%
Federated Capital Preservation Fund Class R6 GM Collective Trust	Common Collective Trusts	—	—	$42K	0.2%
BLACKROCK LIFEPATH INDX 2040 K Mutual Fund	Other securities	—	—	$26K	0.1%
AMERICAN US GOVERNMENT Mutual Fund	Other securities	—	—	$25K	0.1%
Cash Noninterest-bearing account	Cash / Money Market	—	—	$11K	<0.1%
BLF FEDFUND MONEY MARKET	Cash / Money Market	—	$10K	$10K	<0.1%
BLACKROCK LIFEPATH INDX 2055 K Mutual Fund	Other securities	—	—	$2K	<0.1%