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Original filing (PDF)20260211101402NAL0003754865001
NTS TECHNICAL SYSTEMS DBA NATIONAL TECHNICAL SYSTEMS
Form 5500
FILING_RECEIVED
NTS TECHNICAL SYSTEMS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.8 mo6 service providers
Active participants
290
Accounts w/ balance
925
Plan assets (EOY)
$65.0M
Net assets (EOY)
$65.0M
How this plan invests
This plan
10 pooled trusts
Schedule D
29 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
89
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.8 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NTS TECHNICAL SYSTEMS DBA NATIONAL TECHNICAL SYSTEMS.
Plan sponsor
Name
NTS TECHNICAL SYSTEMS DBA NATIONAL TECHNICAL SYSTEMS
EIN
95-2780647
Address
4603B COMPASS POINT ROAD · BELCAMP, MD · 21017
Phone
(410) 297-8154
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-11
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)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $59K | — |
| 3 38 INVESTMENT FIDUCIARIES, INC | — | SIMI VALLEY, CA | INVESTMENT ADVISOR | $11K | — |
| AMERIPRISE FINANCIAL SERVICES | — | AUSTIN, TX | BROKER/ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RYDING COMPANY | 95-3497679 | WESTLAKE VILLAGE, CA | CONTRACT ADMIN | $18K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | — | WOODLAND HILLS, CA | AUDITOR | $20K | — |
Investments
19 direct securities · 10 pooled funds· $65.0M(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.
Uncategorized
$48.0M
19 holdings
Common Collective Trust
$17.1M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R4 Mutual Fund | — | — | — | $9.0M | 13.9% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | — | — | — | $8.2M | 12.6% | |
| Key Guaranteed Portfolio Fund Fully Benefit-Responsive Investment Contract | — | — | — | $6.6M | 10.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $4.6M | 7.1% | |
| American Funds Moderate Growth and Income Portfolio R6 Mutual Fund | — | — | — | $3.8M | 5.9% | |
| Vanguard Small Cap Index Admiral Mutual Fund | — | — | — | $3.6M | 5.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $3.3M | 5.1% | |
| Hartford Climate Opportunities Fund Class R5 Mutual Fund | — | — | — | $3.3M | 5.1% | |
| Artisan International Value Fund Investor Class Mutual Fund | — | — | — | $2.4M | 3.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $2.3M | 3.6% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund | — | — | — | $2.3M | 3.5% | |
| BlackRock Mid-Cap Value Fund Institutional Shares Mutual Fund | — | — | — | $1.6M | 2.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $1.6M | 2.4% | |
| PUTNAM RETIREMENT ADVANTAGE MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $1.5M | 2.4% | |
| Fidelity Advisor Total Bond Fund - Class I Mutual Fund | — | — | — | $1.4M | 2.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.3M | 2.0% | |
| Janus Henderson Venture Fund Class S Mutual Fund | — | — | — | $1.3M | 2.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $1.1M | 1.7% | |
| PGIM US Real Estate Fund- Class R6 Mutual Fund | — | — | — | $890K | 1.4% | |
| MFS Value Fund Class A Mutual Fund | — | — | — | $770K | 1.2% | |
| Victory Government Securities Fund R6 Shares Mutual Fund | — | — | — | $720K | 1.1% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $682K | 1.0% | |
| Macquarie Small Cap Core Fund Class A Mutual Fund | — | — | — | $638K | 1.0% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $585K | 0.9% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $564K | 0.9% | |
| PGIM High-Yield R6 Mutual Fund | — | — | — | $424K | 0.7% | |
| MFS Mid Cap Growth R6 Mutual Fund | — | — | — | $344K | 0.5% | |
| PUTNAM RETIREMENT ADVANTAGE 2065 X PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $140K | 0.2% | |
| American Century Small Cap Value R6 Mutual Fund | — | — | — | $7K | <0.1% |