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Original filing (PDF)20251015181331NAL0002854915001
TIGERCONNECT, INC.
Form 5500
FILING_RECEIVED
TIGERCONNECT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
178
Accounts w/ balance
319
Plan assets (EOY)
$21.7M
Net assets (EOY)
$21.7M
How this plan invests
This plan
23 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 (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIGERCONNECT, INC..
Plan sponsor
Name
TIGERCONNECT, INC.
EIN
27-1571733
Address
2054 BROADWAY · SANTA MONICA, CA · 90404
Phone
(310) 401-1820
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
METZ & ASSOCIATES PLLC
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 | $29K | — |
Investments
23 direct securities· $21.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2045 Fund Mutual fund | — | — | — | $3.4M | 15.4% | |
| BlackRock LifePath Index 2050 Fund Mutual fund | — | — | — | $3.3M | 15.0% | |
| BlackRock LifePath Index 2035 Fund Mutual fund | — | — | — | $2.6M | 12.1% | |
| BlackRock LifePath Index 2055 Fund Mutual fund | — | — | — | $2.4M | 11.2% | |
| BlackRock LifePath Index 2040 Fund Mutual fund | — | — | — | $1.8M | 8.5% | |
| BlackRock LifePath Index 2030 Fund Mutual fund | — | — | — | $1.7M | 7.7% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $1.4M | 6.7% | |
| Harbor Capital Appreciation Fund Mutual fund | — | — | — | $1.3M | 6.1% | |
| BlackRock LifePath Index 2060 Fund Mutual fund | — | — | — | $1.2M | 5.6% | |
| BlackRock LifePath Index Retirement Fund Mutual fund | — | — | — | $664K | 3.1% | |
| Fidelity Government Money Market Fund Class K6 Money market fund | — | — | — | $529K | 2.4% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $304K | 1.4% | |
| BlackRock LifePath Index 2065 Fund Mutual fund | — | — | — | $282K | 1.3% | |
| Dodge & Cox Stock Fund Class X Mutual fund | — | — | — | $194K | 0.9% | |
| Brokeragelink Self-directed brokerage account | — | — | — | $185K | 0.9% | |
| Fidelity Extended Market Index Fund Mutual fund | — | — | — | $85K | 0.4% | |
| Participant loans Interest rates from 4.25% to 8.50% | — | — | — | $68K | 0.3% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $67K | 0.3% | |
| Vanguard Strategic Small-Cap Equity Fund Investor Shares Mutual fund | — | — | — | $51K | 0.2% | |
| Dodge & Cox Income Fund Class X Mutual fund | — | — | — | $42K | 0.2% | |
| Fidelity Emerging Markets Index Fund Mutual fund | — | — | — | $26K | 0.1% | |
| Fidelity Real Estate Index Fund Mutual fund | — | — | — | $22K | 0.1% | |
| DFA World ex US Core Equity Instl Mutual fund | — | — | — | $21K | <0.1% |
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