Original filing (PDF)20251010080736NAL0012618416001

Toluna USA, Inc.

Name: Toluna USA, Inc. — Toluna USA, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Toluna USA, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Toluna USA, Inc. 401(k) Plan

401(k) retirement plan · Toluna USA, Inc.'s Toluna USA, Inc. 401(k) Plan held $15.4M in plan assets for 83 participants in 2024, with Voya as recordkeeper.

Active participants

Accounts w/ balance

185

Plan assets (EOY)

$15.4M

Net assets (EOY)

$15.4M

How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOLUNA USA, INC.

Plan sponsor

Name

TOLUNA USA, INC

EIN

20-5461944all filings

Address

501 MERRITT 7, 6TH FLOOR · NORWALK, CT · 06851

Phone

(203) 846-5742

Industry

Information / Tech / Media

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	RECORD KEEPER	$2K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
NFP RETIREMENT INC	33-0905143	—	SERVICE PROVIDER	$2K	—
MARCUM WEALTH, LLC	20-2317470

Investments

33 direct securities · 1 pooled fund· $31.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$15.0M

1 holding

Common Collective Trusts

$9.4M

16 holdings

Mutual Funds

$3.4M

5 holdings

Other securities

$3.0M

9 holdings

Stable Value

$405K

1 holding

Bonds / Notes

$87K

2 holdings

					% of plan
VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$15.0M	97.1%
flexPATH Index Mod 2035 R1 Common collective trust	Common Collective Trusts	—	—	$2.5M	16.1%
Vangrd 500 Index Fund Adm Mutual fund	Common Collective Trusts	—	—	$2.2M	14.4%
Putnam Large Cap Growth R6 Mutual fund	Mutual Funds	—	—	$2.2M	14.4%
flexPATH Index Mod 2045 R1 Common collective trust	Common Collective Trusts	—	—	$1.3M	8.4%
flexPATH Index Mod 2055 R1 Common collective trust	Common Collective Trusts	—	—	$1.1M	7.4%
flexPATH Index Mod Ret R1 Common collective trust	Common Collective Trusts	—	—	$1.1M	6.9%
Amer Fnds EUPAC Fund R6 Mutual fund	Other securities	—	—	$821K	5.3%
American Funds EuroPacific R6 Registered Investment Company	Mutual Funds	—	—	$821K	5.3%
Vangrd Small-Cap Index Fnd Adm Mutual fund	Other securities	—	—	$533K	3.5%
Vangrd Mid-Cap Index Fund Adm Mutual fund	Common Collective Trusts	—	—	$488K	3.2%
Voya Intermediate Bond Fund R6 Mutual fund	Other securities	—	—	$419K	2.7%
Voya Fixed Account (4062) Guaranteed Investment Contract	Stable Value	—	—	$405K	2.6%
Vangrd Tot Bd Mkt Ind Fd Adm Mutual fund	Other securities	—	—	$384K	2.5%
Vangrd Dev Mkts Index Fd Adm Mutual fund	Other securities	—	—	$315K	2.0%
JPMorgan Equity Income Fund R6 Mutual fund	Other securities	—	—	$256K	1.7%
flexPATH Index Agg 2045 R1 Common collective trust	Common Collective Trusts	—	—	$250K	1.6%
DFA US Targeted Vl Port Ins Mutual fund	Mutual Funds	—	—	$240K	1.6%
TRwPr New Horizons Fund I Mutual fund	Other securities	—	—	$206K	1.3%
flexPATH Index Agg 2035 R1 Common collective trust	Common Collective Trusts	—	—	$170K	1.1%
DFA Real Estate Secs Port Ins Mutual fund	Mutual Funds	—	—	$135K	0.9%
flexPATH Index Agg Ret R1 Common collective trust	Common Collective Trusts	—	—	$106K	0.7%
flexPATH Index Mod 2065 R1 Common collective trust	Common Collective Trusts	—	—	$98K	0.6%
LOAN FUND Participant Loans - Rates 4.25% to 9.50%	Bonds / Notes	—	—	$44K	0.3%
Notes receivable from participants Bearing interest at 4.25%-9.50% -	Bonds / Notes	—	—	$44K	0.3%
flexPATH Index Con Ret R1 Common collective trust	Common Collective Trusts	—	—	$40K	0.3%
Amer Fnds Capital World Bd R6 Mutual fund	Other securities	—	—	$35K	0.2%
party date,rate of interest, collateral, par, or maturity date American Funds Cap Wd Bd R6 Registered Investment Company	Mutual Funds	—	—	$35K	0.2%
flexPATH Index Agg 2065 R1 Common collective trust	Common Collective Trusts	—	—	$16K	0.1%
flexPATH Index Agg 2055 R1 Common collective trust	Common Collective Trusts	—	—	$15K	<0.1%
flexPATH Index Con 2035 R1 Common collective trust	Common Collective Trusts	—	—	$13K	<0.1%
Voya Gv Mny Mkt F A (Hld Acct) Mutual fund	Other securities	—	—	$12K	<0.1%
flexPATH Index Con 2055 R1 Common collective trust	Common Collective Trusts	—	—	$7K	<0.1%
flexPATH Index Con 2045 R1 Common collective trust	Common Collective Trusts	—	—	$1K	<0.1%