Original filing (PDF)20250716125707NAL0003154433001

TAX ANALYSTS

Name: TAX ANALYSTS — TAX ANALYSTS 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: TAX ANALYSTS

Form 5500

FILING_RECEIVED

TAX ANALYSTS 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

180

Accounts w/ balance

251

Plan assets (EOY)

$42.4M

Net assets (EOY)

$42.4M

How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 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

100

Participation health

100

Helping the score

Below-peer total fees (15 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAX ANALYSTS.

Plan sponsor

Name

TAX ANALYSTS

EIN

23-7073182

Address

400 SOUTH MAPLE AVENUE SUITE 400 · FALLS CHURCH, VA · 220464245

Phone

(703) 531-4834

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

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)

Audit & trust (Schedule H)

Auditor

ROGERS & CO.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$18K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN MUTUAL WEALTH MGMT CO	—	MILWAUKEE, WI	INVESTMENT ADVISOR	$46K	—

Investments

31 direct securities · 1 pooled fund· $42.3M(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.

Uncategorized

$42.0M

30 holdings

Common Collective Trust

$245K

1 holding

Mutual Funds

$120K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
American Funds American Funds 2045 Target Date Fund R6	—	—	—	$7.0M	16.4%
American Funds American Funds 2030 Target Date Fund R6	—	—	—	$6.3M	14.8%
American Funds American Funds 2025 Target Date Fund R6	—	—	—	$5.8M	13.6%
American Funds American Funds 2035 Target Date Fund R6	—	—	—	$5.7M	13.3%
American Funds American Funds 2040 Target Date Fund R6	—	—	—	$3.7M	8.8%
Vanguard 500 Index Fund - Admiral	—	—	—	$2.9M	6.9%
American Funds American Funds 2050 Target Date Fund R6	—	—	—	$2.0M	4.7%
American Funds American Funds 2055 Target Date Fund R6	—	—	—	$1.0M	2.4%
Vanguard Growth Index -Admiral	—	—	—	$920K	2.2%
American Funds American Funds 2015 Target Date Fund R6	—	—	—	$774K	1.8%
American Funds American Funds 2060 Target Date Fund R6	—	—	—	$715K	1.7%
American Funds American Funds New Perspective R6	—	—	—	$681K	1.6%
Vanguard Mid Cap Index Adm	—	—	—	$648K	1.5%
Vanguard Small Cap Value Index Admiral	—	—	—	$500K	1.2%
Vanguard Inter-Term Treasury Ind Admiral	—	—	—	$467K	1.1%
American Funds American Funds EuroPacific Gr R6	—	—	—	$391K	0.9%
American Funds American Funds 2020 Target Date Fund R6	—	—	—	$367K	0.9%
Notes receivable from participants Notes receivable (interest rates 4.25% - 9.50%)	—	—	—	$324K	0.8%
Vanguard Small Cap Index Fund - Admiral	—	—	—	$315K	0.7%
Dodge & Cox Fund Dodge & Cox Stock Fund Class I	—	—	—	$300K	0.7%
Lord, Abbett & Co. LLC Lord Abbett Short Duration Income R6	—	—	—	$255K	0.6%
RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013	Common Collective Trust	—	—	$245K	0.6%
J.P. Morgan Fund JPMorgan Mid Cap Growth R6	—	—	—	$198K	0.5%
PGIM Investments PGIM Total Return Bond R6	—	—	—	$162K	0.4%
PIMCO Income Instl	—	—	—	$161K	0.4%
Vanguard Real Estate Index Admiral	—	—	—	$129K	0.3%
s * American Funds American Funds 2010 Target Date Fund R6	Mutual Funds	—	—	$120K	0.3%
Vanguard Small Cap Growth Index Admiral	—	—	—	$118K	0.3%
American Funds American Funds 2065 Target Date Fund R6	—	—	—	$115K	0.3%
American Funds American Funds New World R6	—	—	—	$53K	0.1%
Fidelity Advisor Government Income I	—	—	—	$47K	0.1%
American Funds American Funds US Govt Money Market R6 606 Dodge & Cox Fund Dodge & Cox International Stock - I	—	—	—	$5K	<0.1%