Retirement plan

TECH-MARINE BUSINESS INC PROFIT SHARING & 401(K) PLAN

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

TECH-MARINE BUSINESS INCEIN 54-1860677Plan #003PY 2025

100 M STREET SE, SUITE 800 - WASHINGTON, DC 20003202-448-9701tmbhq.comLinkedIn51-200 employeesdefense & space

Other plans on this EIN

1 filing

#005Retirement-$10.2M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$35.9M

+6.6% from 2024

Total participants

265

-11.7% from 2024

Average account balance

$139,663

+19.9% from 2024

Annual return

17.21%

-0.04 pp from 2024

Benchmarks

See 2,035 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort2,035 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.89M

Not enough data

1 years with asset history on file

Average account balance

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

$140K

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.

257

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.

93.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.84M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+17.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$86

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$19,852
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786	Loan Processing	$2,225

Plan features & details

Pension benefit codes2E2F2G2J2T3D2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$22K

$167 / participant

Recordkeeping$2K10.1%
Investment mgmt$20K89.9%

% of EOY assets

0.062%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS MAZARS, LLP
Auditor EIN: 440160260
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$139,663

$88,360+58.1%

$145,433-4.0%

$67,986+105.4%

Participation rate

93.9%

65.5%+28.5pp

82.1%+11.8pp

57.2%+36.7pp

Annual return

17.21%

63.15%-45.9pp

66.58%-49.4pp

31.67%-14.5pp

Employer contribution / active EE

$2,927

$3,054-4.1%

$4,554-35.7%

$2,019+45.0%

Participant deferral / active EE

$10,998

$5,932+85.4%

$7,897+39.3%

$3,358+227.5%

Admin fee / account holder

$86

$3,313-97.4%

$13,129-99.3%

$3,203-97.3%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.6 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$19,852

FIDELITY INVESTMENTS INSTITUTIONAL11+ years

Service code 37 · EIN 04-2647786

Loan Processing

$2,225

TECH-MARINE BUSINESS INC PROFIT SHARING & 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TECH-MARINE BUSINESS INC PROFIT SHARING & 401(K) 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