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Original filing (PDF)20251008150141NAL0006037153001
TUMI, INC.
Form 5500
FILING_RECEIVED
TUMI, INC. PROFIT SHARING/401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
921
Accounts w/ balance
727
Plan assets (EOY)
$61.6M
Net assets (EOY)
$61.6M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TUMI, INC..
Plan sponsor
Name
TUMI, INC.
EIN
22-2059452
Address
499 THRONALL STREET · 10TH FLOOR · EDISON, NJ · 088372210
Phone
(908) 756-4400
Industry
Retail Tradesee 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
2025-10-08
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
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $83K | — |
Investments
21 direct securities · 1 pooled fund· $61.4M(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
$42.9M
20 holdings
Mutual Funds
$14.6M
1 holding
Common Collective Trust
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $14.6M | 23.7% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $8.0M | 12.9% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $6.9M | 11.2% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $5.5M | 9.0% | |
| Fidelity 500 Index Admiral | — | — | — | $5.4M | 8.8% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.9M | 6.4% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $2.8M | 4.5% | |
| American Funds Europacific Growth Fund R6 | — | — | — | $1.8M | 2.9% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $1.4M | 2.2% | |
| Vanguard Value Index Admiral Fund | — | — | — | $1.3M | 2.2% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $1.3M | 2.1% | |
| BlackRock High Yield Portfolio Inst Fd | — | — | — | $1.2M | 2.0% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $1.2M | 1.9% | |
| American Funds U.S. Government Securities Fund R6 | — | — | — | $959K | 1.6% | |
| Allspring Special Mid Cap Value R6 | — | — | — | $959K | 1.6% | |
| Vanguard Small Cap Index Admiral | — | — | — | $941K | 1.5% | |
| Fidelity Total Bond K6 Fund | — | — | — | $791K | 1.3% | |
| Notes receivable from participants5.25% - 10.50%, maturity dates through May 2033 | — | — | — | $694K | 1.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $526K | 0.9% | |
| Allspring Special Small Cap Value R6 | — | — | — | $478K | 0.8% | |
| Franklin Small Cap Growth R6 | — | — | — | $436K | 0.7% | |
| Columbia Dividend Income Fund I3 | — | — | — | $303K | 0.5% |
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