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Original filing (PDF)20251015141619NAL0006388976001
TECHNICAL SERVICES, INC.
Form 5500
FILING_RECEIVED
TECHNICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Defined-contribution retirement plan
Signals · 2
100% in single holding100% employer stock
Active participants
80
Accounts w/ balance
142
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
50
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Technical Services, Inc. 4,496,667 shares of common stock" is 100% of plan.
- 100% of plan in employer / sponsor stock.
Helping the score
- Below-peer total fees (21 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECHNICAL SERVICES, INC..
Plan sponsor
Name
TECHNICAL SERVICES, INC.
EIN
91-0906257
Address
PO BOX 1527 · OAK HARBOR, WA · 98277
Phone
(206) 624-0420
Industry
Manufacturingsee all
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
2025-10-15
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
REKDAL HOPKINS HOWARD PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRARIE CAPITAL ADVISORS | — | OAKBROOK TERRACE, IL | NONE | $20K | — |
Investments
1 direct security· $9.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Technical Services, Inc. 4,496,667 shares of common stock | — | — | $5.3M | $9.5M | 99.5% |
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