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Sponsor portfolio

TECHNOLOGY ASSETS, LLC

EIN 27-2802338-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
133
4051 FREEPORT PKWY, SUITE 300 - GRAPEVINE, TX 76051972-695-8609
Plans on this EIN
2 filings
#001401k-$4.5M - 62 part#002ProfitSharing-$540K - 71 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 133 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • ASSETS, LLC 401(K) (#001)89%
  • PROFIT SHARING PLAN (#002)11%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)71
  • ASSETS, LLC 401(K) (#001)62
Total 133Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TECHNOLOGY ASSETS, LLC 401(K) PLAN

401k

Assets$4.5M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TECHNOLOGY ASSETS PROFIT SHARING PLAN

ProfitSharing

Assets$540K
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TECHNOLOGY ASSETS, LLC 401(K) PLAN401k$4.5M622025
002TECHNOLOGY ASSETS PROFIT SHARING PLANProfitSharing$540K712025
Retirement plans
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