Original filing (PDF)20260205135325NAL0007429632001

TECHFLOW, INC.

Name: TECHFLOW, INC. — TECHFLOW, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: TECHFLOW, INC.

Form 5500

FILING_RECEIVED

TECHFLOW, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

Late filing · 2.6 mo51% in single holdingNo recordkeeper disclosed

Active participants

219

Accounts w/ balance

432

Plan assets (EOY)

$32.9M

Net assets (EOY)

$25.4M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

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 RD · SUITE 100 · SAN DIEGO, CA · 92131

Phone

(858) 412-8000

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-05

Pension benefit codes

3I · Requires investment in employer securities

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

Audit & trust (Schedule H)

Auditor

COOPER NORMAN PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $32.9M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	TechFlow, Inc.	—	—	—	$16.7M	50.9%
	TechFlow, Inc.	—	—	—	$16.2M	49.1%

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