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Original filing (PDF)20250905103818NAL0017035345001
TANTUS TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
TANTUS TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
220
Accounts w/ balance
318
Plan assets (EOY)
$25.1M
Net assets (EOY)
$25.1M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TANTUS TECHNOLOGIES, INC..
Plan sponsor
Name
TANTUS TECHNOLOGIES, INC.
EIN
01-0715592
Address
1735 NORTH LYNN STREET · SUITE 820 · ARLINGTON, VA · 22209
Phone
(202) 567-2777
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MH CPA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSTITUTIONAL INVESTMENT CONSULTIN | 81-0635433 | — | ADVISOR | $14K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRF CPAS & ADVISORS | 52-1392008 | — | ACCOUNTANT/AUDITOR | $8K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
36 direct securities · 1 pooled fund· $25.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$25.1M
36 holdings
Common Collective Trust
$87K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-in- (b) & (c) (d) Current Interest Identity of Party Involved and Description of Investment Cost Value Investments, at Fair Value Mutual Funds * Fidelity Freedom Index 2035 IPR | — | — | — | $3.3M | 13.1% | |
| Fidelity Freedom Index 2045 IPR | — | — | — | $2.8M | 11.0% | |
| Fidelity 500 Index | — | — | — | $2.4M | 9.7% | |
| Fidelity Large Cap Growth Index | — | — | — | $2.1M | 8.4% | |
| Baron Opportunity Inst | — | — | — | $2.0M | 8.0% | |
| Fidelity Freedom Index 2050 IPR | — | — | — | $1.8M | 7.2% | |
| Fidelity Freedom Index 2030 IPR | — | — | — | $1.7M | 6.9% | |
| Fidelity Freedom Index 2040 IPR | — | — | — | $1.3M | 5.1% | |
| Self-Directed Brokerage Account BrokerageLink Account | — | — | — | $1.2M | 4.9% | |
| Fidelity Freedom Index 2025 IPR | — | — | — | $1.1M | 4.3% | |
| Fidelity Freedom Index 2055 IPR | — | — | — | $950K | 3.8% | |
| Money Market Fund Fidelity Government Money Market Fund | — | — | — | $607K | 2.4% | |
| Fidelity Freedom Index 2060 IPR | — | — | — | $495K | 2.0% | |
| Fidelity Extended Market Index | — | — | — | $481K | 1.9% | |
| Vanguard International Growth Admiral | — | — | — | $406K | 1.6% | |
| Fidelity Capital and Income | — | — | — | $369K | 1.5% | |
| Notes Receivable from Participants Interest Rate 4.25 to 9.50 Percent - 0 - | — | — | — | $293K | 1.2% | |
| Fidelity Large Cap Value Index | — | — | — | $211K | 0.8% | |
| Vanguard MDCPVAL Index Admiral | — | — | — | $202K | 0.8% | |
| Fidelity Freedom Index 2020 IPR | — | — | — | $167K | 0.7% | |
| PGIM Total Return Bond | — | — | — | $159K | 0.6% | |
| Fidelity Small Cap Index | — | — | — | $152K | 0.6% | |
| Vanguard SMCP Growth Index Admiral | — | — | — | $152K | 0.6% | |
| Fidelity Freedom Index 2065 IPR | — | — | — | $140K | 0.6% | |
| Vanguard Developing Market Index Admiral | — | — | — | $96K | 0.4% | |
| Common Collective Trust * Fidelity Managed Income Portfolio | — | — | — | $87K | 0.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $87K | 0.3% | |
| Fidelity US Bond Index | — | — | — | $66K | 0.3% | |
| Vanguard Emerging Stock Index Admiral | — | — | — | $65K | 0.3% | |
| Fidelity Freedom Index 2015 IPR | — | — | — | $64K | 0.3% | |
| Party-in- (b) & (c) (d) Current Interest Identity of Party Involved and Description of Investment Cost Value Mutual Funds (Continued) Vanguard SMCPVL Index Admiral | — | — | — | $55K | 0.2% | |
| Fidelity Mid Cap Growth Index | — | — | — | $39K | 0.2% | |
| Columbia Overseas Value I3 | — | — | — | $34K | 0.1% | |
| Fidelity Midcap Index | — | — | — | $29K | 0.1% | |
| Fidelity FDM Index Inc IPR | — | — | — | $18K | <0.1% | |
| Fidelity Freedom Index 2010 IPR | — | — | — | $5K | <0.1% | |
| Pimco Inflation Response | — | — | — | $2K | <0.1% |
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