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Original filing (PDF)20250929091933NAL0004932755001
TALK TO ME TECHNOLOGIES
Form 5500
FILING_RECEIVED
TALK TO ME TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Signals · 1
~75 bps in Sched C fees
Active participants
239
Accounts w/ balance
243
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 75 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TALK TO ME TECHNOLOGIES.
Plan sponsor
Name
TALK TO ME TECHNOLOGIES
EIN
20-5134602
Address
3508 TERRANCE DR. · CEDAR FALLS, IA · 50613
Phone
(877) 392-2299
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
THE FINWAY GROUP, LLC
EIN
42-1468222
City
WEST DES MOINES, IA
Phone
(515) 226-0974
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORGE FINANCIAL & MANAGEMENT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP, LLC | — | WEST DES MOINES, IA | CONTRACT ADMIN | $5K | — |
Investments
23 direct securities· $2.1M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock LifePath Index 2050 K N/A | — | — | — | $324K | 14.6% | |
| Blackrock LifePath Index 2055 K N/A | — | — | — | $298K | 13.4% | |
| Blackrock LifePath Index 2060 K N/A | — | — | — | $286K | 12.9% | |
| Blackrock LifePath Index 2040 K N/A | — | — | — | $215K | 9.7% | |
| Blackrock LifePath Index 2035 K N/A | — | — | — | $201K | 9.0% | |
| Blackrock LifePath Index 2065 K N/A | — | — | — | $158K | 7.1% | |
| Empower EI Fixed Account - Series Class II N/A | — | — | — | $136K | 6.1% | |
| Blackrock LifePath Index 2045 K N/A | — | — | — | $93K | 4.2% | |
| Fidelity Total Market Index N/A | — | — | — | $77K | 3.4% | |
| Fidelity Large Cap Growth Index N/A | — | — | — | $50K | 2.2% | |
| Fidelity International Index N/A | — | — | — | $38K | 1.7% | |
| Fidelity US Bond Index N/A | — | — | — | $35K | 1.6% | |
| Fidelity Mid Cap Index N/A | — | — | — | $32K | 1.4% | |
| Fidelity Small Cap Index N/A | — | — | — | $28K | 1.3% | |
| American Funds American Funds EuroPacific GR R6 N/A | — | — | — | $25K | 1.1% | |
| Fidelity Large Cap Value Index N/A | — | — | — | $22K | 1.0% | |
| Blackrock LifePath Index 2030 K N/A | — | — | — | $11K | 0.5% | |
| American Funds American Funds Washington Mutual R6 N/A | — | — | — | $9K | 0.4% | |
| American Century American Century Mid Cap Value R6 N/A | — | — | — | $8K | 0.4% | |
| Franklin Small Cap Value R6 N/A | — | — | — | $5K | 0.2% | |
| T. Rowe Price T. Rowe Price Diversified Mid Cap GR I N/A | — | — | — | $4K | 0.2% | |
| Blackrock Total Return K N/A | — | — | — | $4K | 0.2% | |
| JP Morgan JPMorgan Small Cap Growth R6 N/A | — | — | — | $3K | 0.2% |
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