Retirement plan

TECHSOURCE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

Name: TECHSOURCE ENGINEERING, INC. - TECHSOURCE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: TECHSOURCE ENGINEERING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TECHSOURCE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN, TECHSOURCE ENGINEERING, INC.

TECHSOURCE ENGINEERING, INC.EIN 25-1779447Plan #001PY 2025

2101 WEST 12TH STREET - ERIE, PA 16505814-459-2150tse-inc.comLinkedIn1-10 employeesindustrial automation

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

-4.7% from 2024

Total participants

0.0% from 2024

Average account balance

$206,449

-4.7% from 2024

Annual return

18.71%

+5.06 pp from 2024

Benchmarks

See 11,025 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort11,025 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$206K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

87.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$134K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.71%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$69972

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$490K

$61226 / participant

Other / not subdivided$490K100.0%

% of EOY assets

33.893%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$206,449

$136,860+50.8%

$120,344+71.5%

$154,746+33.4%

Participation rate

87.5%

79.9%+7.6pp

76.7%+10.8pp

80.7%+6.8pp

Annual return

18.71%

21.38%-2.7pp

20.30%-1.6pp

172.34%-153.6pp

Employer contribution / active EE

$2,674

$3,533-24.3%

$3,020-11.5%

$4,379-38.9%

Participant deferral / active EE

$14,115

$5,793+143.6%

$5,135+174.9%

$6,730+109.7%

Admin fee / account holder

$69,972

$15,393+354.6%

$12,742+449.2%

$14,365+387.1%

TECHSOURCE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TECHSOURCE ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion