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Original filing (PDF)20250929174552NAL0005168563001
TANIUM INC.
Form 5500
FILING_RECEIVED
TANIUM INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,526
Accounts w/ balance
1,865
Plan assets (EOY)
$229.1M
Net assets (EOY)
$229.1M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TANIUM INC..
Plan sponsor
Name
TANIUM INC.
EIN
26-0340021
Address
2100 POWELL STREET, SUITE 1600 · EMERYVILLE, CA · 94608
Phone
(510) 704-0202
Industry
Custom Computer Programming· 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $65K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
33 direct securities · 1 pooled fund· $229.1M(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
$226.8M
33 holdings
Common Collective Trust
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity S&P 500 Index Fund Mutual Fund | — | — | — | $40.7M | 17.8% | |
| American Funds Target date 2050 R6 Mutual Fund | — | — | — | $21.9M | 9.6% | |
| American Funds Target date 2045 R6 Mutual Fund | — | — | — | $21.5M | 9.4% | |
| American Funds Target date 2055 R6 Mutual Fund | — | — | — | $18.5M | 8.1% | |
| JPM LG Cap Growth R6 Mutual Fund | — | — | — | $17.6M | 7.7% | |
| American Funds Target date 2040 R6 Mutual Fund | — | — | — | $16.5M | 7.2% | |
| American Funds Target date 2035 R6 Mutual Fund | — | — | — | $13.0M | 5.7% | |
| American Funds Target date 2060 R6 Mutual Fund | — | — | — | $12.9M | 5.6% | |
| American Funds Target date 2030 R6 Mutual Fund | — | — | — | $7.8M | 3.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $7.0M | 3.1% | |
| American Funds Target date 2025 R6 Mutual Fund | — | — | — | $4.9M | 2.1% | |
| Fidelity LG Cap Growth Index Mutual Fund | — | — | — | $4.8M | 2.1% | |
| JPMorgan Equity Income R6 Fund Mutual Fund | — | — | — | $4.7M | 2.0% | |
| MFS Mid Cap Growth R4 Fund Mutual Fund | — | — | — | $4.3M | 1.9% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $3.9M | 1.7% | |
| Principal Small Cap S&P 600 Institutional Fund Mutual Fund | — | — | — | $3.2M | 1.4% | |
| American Century Small Cap Growth Fund R6 Mutual Fund | — | — | — | $3.0M | 1.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.3M | 1.0% | |
| Undiscovered Managers Behavioral Value R6 Fund Mutual Fund | — | — | — | $2.2M | 0.9% | |
| BlackRock High Yield Instl Fund Mutual Fund | — | — | — | $2.1M | 0.9% | |
| Invesco International Small-Mid Company Fund Mutual Fund | — | — | — | $2.0M | 0.9% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $2.0M | 0.9% | |
| C&S Real Estate Z Mutual Fund | — | — | — | $1.8M | 0.8% | |
| Notes receivable from participants various maturities through July 2033 - | — | — | — | $1.7M | 0.7% | |
| Pioneer Bond Fund Mutual Fund | — | — | — | $1.6M | 0.7% | |
| Fidelity Focused Emerging Markets Fund Mutual Fund | — | — | — | $1.5M | 0.7% | |
| Fidelity Advisor Balanced Funds Mutual Fund | — | — | — | $1.3M | 0.6% | |
| MFS Mid Cap Value R4 Mutual Fund | — | — | — | $1.2M | 0.5% | |
| American Funds Target date 2065 R6 Mutual Fund | — | — | — | $1.2M | 0.5% | |
| American Funds Target date 2010 R6 Mutual Fund | — | — | — | $949K | 0.4% | |
| Macquarie International Core Equity Fund Mutual Fund | — | — | — | $629K | 0.3% | |
| American Funds Target date 2020 R6 Mutual Fund | — | — | — | $311K | 0.1% | |
| Fidelity Government Fund K6 Mutual Fund | — | — | — | $69K | <0.1% | |
| American Funds Target date 2015 R6 Mutual Fund | — | — | — | $1K | <0.1% |