Retirement plan

TECHKON USA 401(K) PLAN

Name: TECHKON USA - TECHKON USA 401(K) PLAN (2025) Form 5500
Creator: TECHKON USA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TECHKON USA 401(K) PLAN, TECHKON USA

TECHKON USAEIN 26-0458749Plan #001PY 2025

185 CENTRE ST., SUITE 101 - DANVERS, MA 01923978-777-1854techkonusa.comLinkedIn11-50 employeescomputer software

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$2.1M

+29.8% from 2024

Total participants

+5.0% from 2024

Average account balance

$147,012

+11.3% from 2024

Annual return

20.93%

+5.21 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

$2.06M

Not enough data

1 years with asset history on file

Average account balance

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

$147K

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.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$141K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+20.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2T3D

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$147,012

$136,860+7.4%

$120,344+22.2%

$154,746-5.0%

Participation rate

61.1%

79.9%-18.8pp

76.7%-15.6pp

80.7%-19.6pp

Annual return

20.93%

21.38%-0.4pp

20.30%+0.6pp

172.34%-151.4pp

Employer contribution / active EE

$3,533-100.0%

$3,020-100.0%

$4,379-100.0%

Participant deferral / active EE

$7,814

$5,793+34.9%

$5,135+52.2%

$6,730+16.1%

Admin fee / account holder

$15,393-100.0%

$12,742-100.0%

$14,365-100.0%

TECHKON USA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TECHKON USA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion