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Original filing (PDF)20251015095704NAL0002202691001
THREATCONNECT, INC.
Form 5500
FILING_RECEIVED
THREAT CONNECT, INC. 401K
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
118
Accounts w/ balance
199
Plan assets (EOY)
$24.7M
Net assets (EOY)
$24.7M
How this plan invests
This plan
14 pooled trusts
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THREATCONNECT, INC..
Plan sponsor
Name
THREATCONNECT, INC.
EIN
27-2423521
Address
3865 WILSON BOULEVARD · SUITE 550 · ARLINGTON, VA · 222031764
Phone
(703) 224-4240
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | INVESTMENT ADVISORY | $45K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $47K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
28 direct securities · 14 pooled funds· $24.8M(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.
Common Collective Trust
$16.6M
12 holdings
Uncategorized
$7.9M
28 holdings
Pooled Separate Account
$368K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $4.5M | 18.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.6M | 10.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.5M | 10.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.9M | 7.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.4M | 5.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.3M | 5.3% | |
| Nuveen Large Cap Gr Indx R6 Mutual fund | — | — | — | $1.2M | 5.0% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $1.2M | 4.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $790K | 3.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $785K | 3.2% | |
| Vanguard Value Index Admiral Fund Mutual fund | — | — | — | $704K | 2.8% | |
| Nuveen Intl Equity Indx R6 Mutual fund | — | — | — | $450K | 1.8% | |
| AB Large Cap Growth Z Fund Mutual fund | — | — | — | $447K | 1.8% | |
| Vanguard Small Cap Value Index Admiral Fund Mutual fund | — | — | — | $423K | 1.7% | |
| Vanguard ST Corp Bd Index Admiral Fund Mutual fund | — | — | — | $349K | 1.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $333K | 1.3% | |
| MFS Mid Cap Growth Fund Mutual fund | — | — | — | $330K | 1.3% | |
| Vanguard MidCap Value Index Admiral Fund Mutual fund | — | — | — | $295K | 1.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $265K | 1.1% | |
| Prin Fixed Income Guaranteed Option Guaranteed interest account | — | — | — | $261K | 1.1% | |
| Vanguard Balanced Index Admiral Fund Mutual fund | — | — | — | $229K | 0.9% | |
| Vanguard Emerging Market Stk Idx Admiral Fund Mutual fund | — | — | — | $223K | 0.9% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $218K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $202K | 0.8% | |
| American Funds WshMut Inv R6 Fund Mutual fund | — | — | — | $187K | 0.8% | |
| Amer Funds Amer Bal R6 Fund Mutual fund | — | — | — | $182K | 0.7% | |
| Vanguard Int-Tm Bd Index Admiral Fund Mutual fund | — | — | — | $173K | 0.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $166K | 0.7% | |
| Vanguard Real Estate Index Admiral Fund Mutual fund | — | — | — | $160K | 0.6% | |
| JP Morgan Sm Cap Growth Fund Mutual fund | — | — | — | $126K | 0.5% | |
| Loomis Sayles Core Pls Bd N Fd Mutual fund | — | — | — | $115K | 0.5% | |
| American Funds NewWorld R6 Mutual fund | — | — | — | $104K | 0.4% | |
| JP Morgan Equity Income R6 Fund Mutual fund | — | — | — | $93K | 0.4% | |
| (E) | — | — | $72K | $93K | 0.4% | |
| Oakmark International Fund-Instl Mutual fund | — | — | — | $85K | 0.3% | |
| Vanguard High Yield Corp Admiral Fund Mutual fund | — | — | — | $75K | 0.3% | |
| Am Fds Am Hi-Inc Trust R6 Fund Mutual fund | — | — | — | $72K | 0.3% | |
| (E) | — | — | — | $70K | 0.3% | |
| PIMCO International Bond Inst Fund Mutual fund | — | — | — | $70K | 0.3% | |
| maturing at various dates, secured by participant account balances | — | — | — | $64K | 0.3% | |
| Vanguard FTSE Soc Index Admiral Fund Mutual fund | — | — | — | $59K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $15K | <0.1% |
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