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Original filing (PDF)20251009142456NAL0006720625001
TIERPOINT, LLC
Form 5500
FILING_RECEIVED
TIERPOINT 401(K) PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
885
Accounts w/ balance
1,086
Plan assets (EOY)
$82.9M
Net assets (EOY)
$82.9M
How this plan invests
This plan
14 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: SCHWAB MANAGED RETIREMENT TRUST FUND 2040 (extraction pending)]" is 28% of plan.
- 36 bps in Schedule C fees — 123% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIERPOINT, LLC.
Plan sponsor
Name
TIERPOINT, LLC
EIN
32-0356624
Address
12444 POWERSCOURT DRIVE, SUITE 450 · ST. LOUIS, MO · 63131
Phone
(314) 720-3140
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
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)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $193K | — |
| MONETA GROUP | — | CLAYTON, MO | RETAINED BY PLAN SPONSOR | $91K | — |
| ARMANINO LLP | 94-6214841 | — | RETAINED BY EMPLOYER | $12K | — |
Investments
1 direct security · 14 pooled funds· $54.7M(66% 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
$53.0M
14 holdings
Uncategorized
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB IDX RET TRUST 2040 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $14.9M | 18.0% | |
| SCHWAB IDX RET TRUST 2030 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $8.7M | 10.5% | |
| SCHWAB IDX RET TRUST 2050 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $6.6M | 7.9% | |
| SCHWAB IDX RET TRUST 2045 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $5.0M | 6.0% | |
| SCHWAB IDX RET TRUST 2035 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $4.8M | 5.8% | |
| SCHWAB IDX RET TRUST 2055 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $3.3M | 3.9% | |
| SCHWAB IDX RET TRUST 2060 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $2.8M | 3.3% | |
| GLOBAL TRUST IRM CORE BOND A C GLOBAL TRUST CTF · EIN 37-6567224 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.5% | |
| GALLIARD STABLE RETURN FUND CORE | — | — | $1.8M | $1.6M | 1.9% | |
| WELLS FARGO GALLIARD SVF C WELLS FARGO BANK · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.9% | |
| SCHWAB IDX RET TRUST 2020 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 000 | Common Collective Trust | — | — | $1.2M | 1.4% | |
| SCHWAB IDX RET TRUST 2025 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $925K | 1.1% | |
| SCHWAB IDX RET TRUST 2065 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $595K | 0.7% | |
| SCHWAB IDX RET TRUST 2010 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $499K | 0.6% | |
| SCHWAB IDX RET TRUST 2015 IV CHARLES SCHWAB BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $108K | 0.1% |