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Original filing (PDF)20250925152526NAL0009910320001
TECHFLOW, INC.
Form 5500
FILING_RECEIVED
TECHFLOW, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
80
Accounts w/ balance
256
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 88% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECHFLOW, INC..
Plan sponsor
Name
TECHFLOW, INC.
EIN
95-4620091
Address
9889 WILLOW CREEK ROAD SUITE 100 · SAN DIEGO, CA · 92131
Phone
(858) 412-8040
Industry
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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
NORMAN COOPER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENT RETIREMENT ADVISORS LLC | — | BOISE, ID | INVESTMENT ADVISOR | $37K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
32 direct securities · 1 pooled fund· $13.7M(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
$13.1M
32 holdings
Pooled Separate Account
$574K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Identifies Identity of issue, borrower, Current party-in-interest lessor, or similar party Description of Investment Value TIAA-CREF LIFECYCLE INDEX 2035 INST | — | — | — | $1.9M | 14.1% | |
| TIAA-CREF LIFECYCLE INDEX 2040 INST | — | — | — | $1.5M | 10.6% | |
| TIAA-CREF LIFECYCLE INDEX 2045 INST | — | — | — | $1.4M | 10.2% | |
| THE VANGUARD GROUP VANGUARD 500 INDEX ADMIRAL | — | — | — | $1.2M | 8.5% | |
| TIAA-CREF LIFECYCLE INDEX 2030 INST | — | — | — | $971K | 7.1% | |
| TIAA-CREF LIFECYCLE INDEX 2025 INST | — | — | — | $624K | 4.6% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $574K | 4.2% | |
| TIAA-CREF LIFECYCLE INDEX 2050 INSTL | — | — | — | $561K | 4.1% | |
| TIAA-CREF LIFECYCLE INDEX 2055 INST | — | — | — | $493K | 3.6% | |
| PRINCIPAL MIDCAP S&P 400 INDEX INST | — | — | — | $379K | 2.8% | |
| TIAA-CREF LIFECYCLE INDEX 2020 INST | — | — | — | $354K | 2.6% | |
| THE VANGUARD GROUP VANGUARD SMALL CAP GROWTH INDEX ADMIRAL | — | — | — | $351K | 2.6% | |
| TIAA-CREF LIFECYCLE INDEX 2060 INSTL | — | — | — | $314K | 2.3% | |
| THE VANGUARD GROUP VANGUARD INTERM-TERM BOND INDEX ADM | — | — | — | $305K | 2.2% | |
| JANUS HENDERSON JANUS HENDERSON GLOBAL TECH INNOVATION N | — | — | — | $280K | 2.0% | |
| CHARLES SCHWAB FDMTL INTL LG CO IDX | — | — | — | $260K | 1.9% | |
| FEDERATED HERMES FEDERATED HERMES INSTL HIGH YIELD BD IS | — | — | — | $258K | 1.9% | |
| KEY BANK KEY GUARANTEED PORTFOLIO FUND | — | — | — | $253K | 1.8% | |
| TIAA-CREF LIFECYCLE INDEX RET INC INST | — | — | — | $252K | 1.8% | |
| THE VANGUARD GROUP VANGUARD EQUITY-INCOME ADM | — | — | — | $190K | 1.4% | |
| AMERICAN FUNDS AMERICAN FUNDS WASHINGTON MUTUAL R6 | — | — | — | $166K | 1.2% | |
| THE VANGUARD GROUP VANGUARD REAL ESTATE INDEX ADMIRAL | — | — | — | $155K | 1.1% | |
| PRUDENTIAL INVESTMENT MANAGEMENT PGIM JENNISON INTERNATIONAL OPPS R6 | — | — | — | $146K | 1.1% | |
| THE VANGUARD GROUP VANGUARD EMERGING MKTS STOCK IDX ADM | — | — | — | $143K | 1.0% | |
| PARTICIPANT LOANS PARTICIPANT LOANS - INTEREST RATES FROM 5.25 TO 8.25% | — | — | — | $132K | 1.0% | |
| THE VANGUARD GROUP VANGUARD WELLESLEY INCOME ADM | — | — | — | $130K | 1.0% | |
| THE VANGUARD GROUP VANGUARD SMALL CAP INDEX ADM | — | — | — | $122K | 0.9% | |
| THE VANGUARD GROUP VANGUARD BALANCED INDEX ADM | — | — | — | $97K | 0.7% | |
| WESTERN ASSETS WESTERN ASSET CORE BOND IS | — | — | — | $85K | 0.6% | |
| DIMENSIONAL FUND ADVISORS DFA INFLATION-PROTECTED SECURITIES I | — | — | — | $69K | 0.5% | |
| THE VANGUARD GROUP VANGUARD SMALL CAP VALUE INDEX ADMIRAL | — | — | — | $37K | 0.3% | |
| MFS FUND DISTRIBUTORS MFS INTERNATIONAL INTRINSIC VALUE R6 | — | — | — | $31K | 0.2% | |
| AMERICAN FUNDS AMERICAN FUNDS US GOVERNMENT SEC R6 | — | — | — | $7K | <0.1% |