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Original filing (PDF)20250923092412NAL0008939170001
WESTECH SYSTEMS, LLC
Form 5500
FILING_RECEIVED
WESTECH SYSTEMS, LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
48% in single holding
Active participants
203
Accounts w/ balance
233
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
37 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
76
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "John Hancock Investments" is 48% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTECH SYSTEMS, LLC.
Plan sponsor
Name
WESTECH SYSTEMS, LLC
EIN
85-1070563
Address
827 JEFFERSON AVE. · CLOVIS, CA · 93612
Phone
(559) 455-1720
Industry
Electrical Contractors· Constructionsee 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
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | FRESNO, CA | ADVISOR | $32K | — |
Investments
4 direct securities · 37 pooled funds· $24.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$12.7M
4 holdings
Pooled Separate Account
$11.9M
37 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| John Hancock Investments | — | — | — | $11.9M | 93.8% | |
| JH MULTIMANAGER GROWTH JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.5M | 27.2% | |
| JH MULTIMANAGER AGGRESSIVE JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.0M | 15.6% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $843K | 6.6% | |
| JH MULTIMANAGER MODERATE JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $816K | 6.4% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $574K | 4.5% | |
| JH MULTIMANAGER 2010 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $550K | 4.3% | |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $417K | 3.3% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $375K | 3.0% | |
| Participant Loans Int Rates 4.5% to 9.0% | — | — | — | $374K | 2.9% | |
| maturing through December 2029 - | — | — | — | $374K | 2.9% | |
| JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $330K | 2.6% | |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $328K | 2.6% | |
| JH MULTIMANAGER BALANCED JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $315K | 2.5% | |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $237K | 1.9% | |
| JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $234K | 1.8% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $203K | 1.6% | |
| LOOMIS SAYLES GBL ALLOC JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $195K | 1.5% | |
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $178K | 1.4% | |
| JH STABLE VALUE FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $173K | 1.4% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $146K | 1.1% | |
| JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $113K | 0.9% | |
| TEMPLETON FOREIGN SMALLER CO JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $76K | 0.6% | |
| INVESCO DEVELOPING MARKETS JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $65K | 0.5% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $47K | 0.4% | |
| HIGH YIELD FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $40K | 0.3% | |
| JH MULTIMANAGER CONSERV JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $36K | 0.3% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $32K | 0.3% | |
| JH MID CAP GROWTH JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $28K | 0.2% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.2% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.2% | |
| AM FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.2% | |
| T. Rowe Price Health Sciences Fund Registered Investment Company | — | — | — | $16K | 0.1% | |
| TRP HEALTH SCI JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.1% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| AMERICAN FUNDS SMALLCAP WORLD JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| FIDELITY ADVISOR ENERGY FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| TRP NEW ERA FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $714 | <0.1% |
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