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Original filing (PDF)20251015095351NAL0004514081001
TINUITI, INC.
Form 5500
FILING_RECEIVED
TINUITI, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
990
Accounts w/ balance
1,252
Plan assets (EOY)
$80.6M
Net assets (EOY)
$80.6M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
100
Concentration risk
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American Funds 2055 Target Date Retirement R6 Fund Registered Investment Company" is 27% of plan.
- 29 bps in Schedule C fees — 82% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TINUITI, INC..
Plan sponsor
Name
TINUITI, INC.
EIN
20-1089772
Address
1229 CHESNUT STREET · FRONT 1 #404 · PHILADELPHIA, PA · 191074104
Phone
(619) 492-4033
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $235K | — |
Investments
37 direct securities· $79.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Retirement R6 Fund Registered Investment Company | — | — | — | $21.4M | 26.6% | |
| American Funds 2050 Target Date Retirement R6 Fund Registered Investment Company | — | — | — | $15.3M | 19.0% | |
| American Funds 2060 Target Date Retirement R6 Fund Registered Investment Company | — | — | — | $11.4M | 14.1% | |
| American Funds 2045 Target Date Retirement R6 Fund Registered Investment Company | — | — | — | $6.4M | 7.9% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $5.5M | 6.8% | |
| Fidelity Total Market Index Fund Registered Investment Company | — | — | — | $3.2M | 4.0% | |
| Fidelity Large Cap Growth Index Fund Registered Investment Company | — | — | — | $2.7M | 3.4% | |
| American Funds 2040 Target Date Retirement R6 Fund Registered Investment Company | — | — | — | $1.8M | 2.2% | |
| JP Morgan Large Cap Growth R6 Fund Registered Investment Company | — | — | — | $1.7M | 2.1% | |
| American Funds 2065 Target Date Retirement R6 Fund Registered Investment Company | — | — | — | $1.4M | 1.8% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $1.3M | 1.6% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $830K | 1.0% | |
| MFS International Growth R6 Fund Registered Investment Company | — | — | — | $788K | 1.0% | |
| Vanguard Total International Stock Index Admiral Fund Registered Investment Company | — | — | — | $700K | 0.9% | |
| JP Morgan Mid Cap Growth R6 Fund Registered Investment Company | — | — | — | $689K | 0.9% | |
| Vanguard Value Index Admiral Fund Registered Investment Company | — | — | — | $463K | 0.6% | |
| Federated Hermes Total Return Bond R6 Fund Registered Investment Company | — | — | — | $442K | 0.5% | |
| JP Morgan US Equity R6 Fund Registered Investment Company | — | — | — | $439K | 0.5% | |
| American Funds American Mutual R6 Fund Registered Investment Company | — | — | — | $392K | 0.5% | |
| Principal Guaranteed Option | — | — | — | $383K | 0.5% | |
| Allspring Special Mid Cap Value R6 Fund Registered Investment Company | — | — | — | $333K | 0.4% | |
| GQG Partners Emerging Markets Equity R6 Fund Registered Investment Company | — | — | — | $313K | 0.4% | |
| American Funds 2030 Target Date Retirement R6 Fund Registered Investment Company | — | — | — | $292K | 0.4% | |
| PIMCO Income Institutional Fund Registered Investment Company | — | — | — | $279K | 0.3% | |
| American Funds 2035 Target Date Retirement R6 Fund Registered Investment Company | — | — | — | $254K | 0.3% | |
| Vanguard Emerging Markets Stock Index Admiral Fund Registered Investment Company | — | — | — | $180K | 0.2% | |
| Franklin Utilities R6 Fund Registered Investment Company | — | — | — | $117K | 0.1% | |
| American Funds 2025 Target Date Retirement R6 Fund Registered Investment Company | — | — | — | $112K | 0.1% | |
| American Funds American High-Income Trust R6 Fund Registered Investment Company | — | — | — | $111K | 0.1% | |
| Fidelity Select Health Care Services Portfolio Fund Registered Investment Company | — | — | — | $107K | 0.1% | |
| DWS RREEF Real Estate Securities R6 Fund Registered Investment Company | — | — | — | $106K | 0.1% | |
| AB Bond Inflation Strategy Z Fund Registered Investment Company | — | — | — | $105K | 0.1% | |
| DWS RREEF Real Assets R6 Fund Registered Investment Company | — | — | — | $57K | <0.1% | |
| Hartford World Bond R6 Fund Registered Investment Company | — | — | — | $44K | <0.1% | |
| American Funds 2010 Target Date Retirement R6 Fund Registered Investment Company | — | — | — | $33K | <0.1% | |
| American Funds 2015 Target Date Retirement R6 Fund Registered Investment Company | — | — | — | $18K | <0.1% | |
| American Funds 2020 Target Date Retirement R6 Fund Registered Investment Company | — | — | — | $6K | <0.1% |