Back to filter
Original filing (PDF)20251015150544NAL0002513379001
LTIMINDTREE LTD
Form 5500
FILING_RECEIVED
LTIMINDTREE LTD 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
6,335
Accounts w/ balance
4,827
Plan assets (EOY)
$207.1M
Net assets (EOY)
$207.1M
How this plan invests
This plan
10 pooled trusts
Schedule D
32 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
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LTIMINDTREE LTD.
Plan sponsor
Name
LTIMINDTREE LTD
EIN
22-3524303
Address
2035 LINCOLN HWY SUITE #3000 · EDISON, NJ · 088173353
Phone
(732) 248-6151
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KNAV CPA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $128K | — |
| PAYCHEX INC. | 16-1124166 | — | RECORDKEEPER | $12K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVEST ADVISOR | $67K | — |
| WILLISTOWERSWATSON | 53-0181291 | — | INVEST ADVISOR | $39K | — |
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | INVEST ADVISOR | $34K | — |
| MERRILL LYNCH PIERCE FENNER | 13-5674085 | — | INVESTMENT ADVISORY PLAN | $24K | — |
Investments
21 direct securities · 10 pooled funds· $212.4M(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
$112.3M
21 holdings
Common Collective Trust
$100.0M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| party collateral, par, or maturity value Amount ($) Fidelity 500 Index Mutual Funds | — | — | — | $48.0M | 23.2% | |
| VOYA TARGET RETIREMENT 2050 VOYA COLLECTIVE TRUST FUNDS · EIN 06-1440627 / PN 108 | Common Collective Trust | — | — | $25.5M | 12.3% | |
| VOYA TARGET RETIREMENT 2045 VOYA COLLECTIVE TRUST FUNDS · EIN 06-1440627 / PN 109 | Common Collective Trust | — | — | $23.7M | 11.4% | |
| VOYA TARGET RETIREMENT 2040 VOYA COLLECTIVE TRUST FUNDS · EIN 06-1440627 / PN 107 | Common Collective Trust | — | — | $16.1M | 7.8% | |
| MFS Massachusetts Inv Gr Stk Mutual Funds | — | — | — | $12.8M | 6.2% | |
| VOYA TARGET RETIREMENT 2055 VOYA COLLECTIVE TRUST FUNDS · EIN 06-1440627 / PN 110 | Common Collective Trust | — | — | $11.7M | 5.7% | |
| Fidelity Mid Cap Index Mutual Funds | — | — | — | $8.7M | 4.2% | |
| VOYA TARGET RETIREMENT 2035 VOYA COLLECTIVE TRUST FUNDS · EIN 06-1440627 / PN 106 | Common Collective Trust | — | — | $8.2M | 4.0% | |
| Voya Fixed Account** Fixed Income Guaranteed Option | — | — | — | $7.0M | 3.4% | |
| Fidelity International Index Mutual Funds | — | — | — | $6.3M | 3.0% | |
| Fidelity US Bond Index Mutual Funds | — | — | — | $5.9M | 2.9% | |
| VOYA TARGET RETIREMENT 2030 VOYA COLLECTIVE TRUST FUNDS · EIN 06-1440627 / PN 105 | Common Collective Trust | — | — | $5.2M | 2.5% | |
| Fidelity Small Cap Index Mutual Funds | — | — | — | $4.0M | 1.9% | |
| VOYA TARGET RETIREMENT 2060 VOYA COLLECTIVE TRUST FUNDS · EIN 06-1440627 / PN 111 | Common Collective Trust | — | — | $3.3M | 1.6% | |
| VOYA TARGET INCOME RETIREMENT VOYA COLLECTIVE TRUST FUNDS · EIN 06-1440627 / PN 103 | Common Collective Trust | — | — | $3.2M | 1.5% | |
| Loan Fund LOAN FUND-Interest Rates ranging from 4.25% to 9.50% | — | — | — | $3.1M | 1.5% | |
| Loan notes 9.50% with various maturity dates) | — | — | — | $3.1M | 1.5% | |
| American Funds American High Income Mutual Funds | — | — | — | $2.4M | 1.1% | |
| DFA Intl Sustainability Core 1 Mutual Funds | — | — | — | $2.2M | 1.1% | |
| the Plan** not corrected VFCP in VFCP 2002-51*** $2,198,966 - | — | — | — | $2.2M | 1.1% | |
| VOYA TARGET RETIREMENT 2025 VOYA COLLECTIVE TRUST FUNDS · EIN 06-1440627 / PN 104 | Common Collective Trust | — | — | $1.7M | 0.8% | |
| VOYA TARGET RETIREMENT 2065 VOYA COLLECTIVE TRUST FUNDS · EIN 06-1440627 / PN 112 | Common Collective Trust | — | — | $1.5M | 0.7% | |
| Vanguard Equity Income Adm Mutual Funds | — | — | — | $1.5M | 0.7% | |
| DFA US Targeted Value I Mutual Funds | — | — | — | $1.1M | 0.5% | |
| Vanguard Explorer Adm Mutual Funds | — | — | — | $963K | 0.5% | |
| Carillon Eagle Mid Cap Growth Mutual Funds | — | — | — | $768K | 0.4% | |
| Vanguard Selected Value Inv Mutual Funds | — | — | — | $745K | 0.4% | |
| DFA Inflation Protected Securities Mutual Funds | — | — | — | $634K | 0.3% | |
| American Funds Bond Fund of Amer Mutual Funds | — | — | — | $456K | 0.2% | |
| VY CBRE Global Real Estate Fund Mutual Funds | — | — | — | $341K | 0.2% | |
| Voya Global Bond Fund** Mutual Funds | — | — | — | $214K | 0.1% |