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Original filing (PDF)20251015075352NAL0004283025001
TALENTBURST, INC.
Form 5500
FILING_RECEIVED
TALENTBURST, INC. 401K PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,778
Accounts w/ balance
382
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
80
Vendor stack
100
Participation health
65
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
- Only 21% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TALENTBURST, INC..
Plan sponsor
Name
TALENTBURST, INC.
EIN
14-1838216
Address
679 WORCESTER RD · NATICK, MA · 01760
Phone
(508) 628-7529
Industry
All Other Professional Services· 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CRR, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
36 direct securities · 1 pooled fund· $12.5M(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
$12.2M
36 holdings
Common Collective Trust
$341K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM 2035 K6 Registered Investment Company | — | — | — | $1.8M | 14.3% | |
| FID FREEDOM 2025 K6 Registered Investment Company | — | — | — | $1.6M | 13.1% | |
| FID FREEDOM 2030 K6 Registered Investment Company | — | — | — | $1.2M | 9.6% | |
| FID FREEDOM 2040 K6 Registered Investment Company | — | — | — | $971K | 7.8% | |
| FID CONTRAFUND K6 Registered Investment Company | — | — | — | $876K | 7.0% | |
| FID FREEDOM 2055 K6 Registered Investment Company | — | — | — | $855K | 6.8% | |
| FID 500 INDEX Registered Investment Company | — | — | — | $791K | 6.3% | |
| FID FREEDOM 2060 K6 Registered Investment Company | — | — | — | $683K | 5.5% | |
| FID FREEDOM 2020 K6 Registered Investment Company | — | — | — | $662K | 5.3% | |
| FID FREEDOM 2045 K6 Registered Investment Company | — | — | — | $595K | 4.8% | |
| FID BLUE CHIP GR K6 Registered Investment Company | — | — | — | $503K | 4.0% | |
| FID FREEDOM 2050 K6 Registered Investment Company | — | — | — | $480K | 3.8% | |
| METLIFE STABLE VAL K GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $341K | 2.7% | |
| JPM US EQUITY R6 Registered Investment Company | — | — | — | $211K | 1.7% | |
| to 10.50% maturing between 2025 and 2029 | — | — | — | $172K | 1.4% | |
| FID FREEDOM 2065 K6 Registered Investment Company | — | — | — | $123K | 1.0% | |
| FID EQUITY INCOME K6 Registered Investment Company | — | — | — | $80K | 0.6% | |
| FID GOVT MMKT K6 Cash | — | — | — | $78K | 0.6% | |
| FID SM CAP IDX Registered Investment Company | — | — | — | $76K | 0.6% | |
| FID INTL CAP APPR K6 Registered Investment Company | — | — | — | $66K | 0.5% | |
| FID SMALL CAP GR K6 Registered Investment Company | — | — | — | $60K | 0.5% | |
| FID MID CAP IDX Registered Investment Company | — | — | — | $59K | 0.5% | |
| FID GLB EX US IDX Registered Investment Company | — | — | — | $33K | 0.3% | |
| GQG EMRG MKTS EQ R6 Registered Investment Company | — | — | — | $33K | 0.3% | |
| MSIF GLBL OPP PTF I Registered Investment Company | — | — | — | $20K | 0.2% | |
| AS SPL MID CP VAL R6 Registered Investment Company | — | — | — | $18K | 0.1% | |
| FID TOTAL BOND K6 Registered Investment Company | — | — | — | $16K | 0.1% | |
| C&S REALTY SHARES Z Registered Investment Company | — | — | — | $16K | 0.1% | |
| FID FREEDOM 2015 K6 Registered Investment Company | — | — | — | $14K | 0.1% | |
| JPM GOVT BOND R6 Registered Investment Company | — | — | — | $11K | <0.1% | |
| FID US BOND IDX Registered Investment Company | — | — | — | $11K | <0.1% | |
| FID FREEDOM 2010 K6 Registered Investment Company | — | — | — | $8K | <0.1% | |
| FID INFL PR BD IDX Registered Investment Company | — | — | — | $6K | <0.1% | |
| PIM RAE US SM I Registered Investment Company | — | — | — | $5K | <0.1% | |
| TRP RETIRE BAL Registered Investment Company | — | — | — | $3K | <0.1% | |
| J H ENTERPRISE N Registered Investment Company | — | — | — | $2K | <0.1% | |
| FID FREEDOM 2070 K6 Registered Investment Company | — | — | — | $1K | <0.1% |
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