How big is Techsource, Inc.'s plan?

Techsource, Inc.'s plan reported $20.6M in assets and 392 participants for 2024.

Original filing (PDF)20251014135223NAL0006265858001

Techsource, Inc.

Name: Techsource, Inc. — Techsource, Inc. 401(k) Profit, Form 5500 (2024)
Creator: Techsource, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Techsource, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Techsource, Inc.'s Techsource, Inc. 401(k) Profit Sharing Plan held $20.6M in plan assets for 392 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Signals · 1

Late participant contributions

Active participants

392

Accounts w/ balance

292

Plan assets (EOY)

$20.6M

Net assets (EOY)

$20.6M

People on this filing

Barry Shulock signed Techsource, Inc.'s 2024 Form 5500 as plan administrator.

Barry Shulock — 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

Techsource, Inc.'s EIN is 85-0448248.

EIN 85-0448248

Plan number 001

Plan year 2024

ACK ID 20251014135223NAL0006265858001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Techsource, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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) — 2K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Plan sponsor

Name

TECHSOURCE, INC.

EIN

all filings

Address

1475 CENTRAL AVENUE SUITE 250 · LOS ALAMOS, NM · 87544

Phone

(505) 988-1726

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING LLC	—	OVERLAND PARK, KS	INVESTMENT ADVISOR	$55K	—

Investments

37 direct securities· $20.6M(100% of reported assets)

Mutual Funds

$18.2M

31 holdings

Other securities

$2.3M

5 holdings

Common Collective Trusts

$173K

1 holding

					% of plan
Putnam Large Cap Growth Y Mutual Fund	Mutual Funds	—	—	$2.9M	13.9%
American Funds 2030 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$2.1M	10.4%
Blackrock Technology Opportunities Instl Mutual Fund	Other securities	—	—	$1.8M	8.8%
American Funds 2045 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$1.7M	8.5%
American Funds 2025 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$1.7M	8.1%
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$1.2M	5.8%
Mfs Core Equity R4 Mutual Fund	Mutual Funds	—	—	$1.1M	5.1%
American Funds 2040 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$931K	4.5%
American Funds Washington Mutual R6 Mutual Fund	Mutual Funds	—	—	$827K	4.0%
American Funds 2035 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$715K	3.5%
American Funds 2050 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$674K	3.3%
American Funds New Perspective R6 Mutual Fund	Mutual Funds	—	—	$666K	3.2%
American Funds 2055 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$576K	2.8%
American Funds Us Govt Money Market R6 Money Market Fund	Mutual Funds	—	—	$490K	2.4%
American Funds Gr And Inc Port R-6 Mutual Fund	Mutual Funds	—	—	$386K	1.9%
American Funds 2020 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$342K	1.7%
American Funds Smallcap World R6 Mutual Fund	Mutual Funds	—	—	$293K	1.4%
American Funds 2065 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$275K	1.3%
American Funds 2060 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$247K	1.2%
Putnam Sustainable Leaders Y Mutual Fund	Mutual Funds	—	—	$222K	1.1%
American Century Mid Cap Value R6 Mutual Fund	Other securities	—	—	$190K	0.9%
Lord Abbett Income R5 Mutual Fund	Mutual Funds	—	—	$183K	0.9%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$173K	0.8%
maturing at various dates through 2029.	Other securities	—	—	$172K	0.8%
Franklin Small Cap Value R6 Mutual Fund	Mutual Funds	—	—	$118K	0.6%
American Funds Global Gr Portfolio R-6 Mutual Fund	Mutual Funds	—	—	$114K	0.6%
American Funds Europacific Gr R6 Mutual Fund	Mutual Funds	—	—	$110K	0.5%
Invesco Real Estate R5 Mutual Fund	Mutual Funds	—	—	$81K	0.4%
American Funds 2010 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$71K	0.3%
American Funds American Hi Inc Tr R6 Mutual Fund	Mutual Funds	—	—	$65K	0.3%
Eaton Vance Small-Cap I Mutual Fund	Other securities	—	—	$62K	0.3%
American Funds 2015 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$36K	0.2%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$27K	0.1%
Fidelity Us Bond Index Mutual Fund	Mutual Funds	—	—	$22K	0.1%
Blackrock Mid-Cap Growth Equity Instl Mutual Fund	Other securities	—	—	$18K	<0.1%
American Funds Us Government Money Market Fund Class R2E Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$6K	<0.1%