Back to filter
Original filing (PDF)20251015080003NAL0004015185001
TELIT IOT SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
TELIT NORTH AMERICA 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
156
Accounts w/ balance
254
Plan assets (EOY)
$25.1M
Net assets (EOY)
$25.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TELIT IOT SOLUTIONS, INC..
Plan sponsor
Name
TELIT IOT SOLUTIONS, INC.
EIN
37-2000778
Address
5425 PAGE ROAD · SUITE 120 · DURHAM, NC · 27703
Phone
(561) 807-0045
Industry
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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KSDT AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $2K | — |
Investments
46 direct securities · 2 pooled funds· $25.3M(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
$23.5M
46 holdings
Common Collective Trust
$1.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2030 FD I | — | — | — | $3.2M | 12.8% | |
| VANGUARD TARGET RETIREMENT 2040 FD I | — | — | — | $3.0M | 11.8% | |
| SCHWAB S&P 500 INDEX FUND - SELECT S | — | — | — | $3.0M | 11.8% | |
| SCHWAB US LARGE CAP GROWTH ETF | — | — | — | $1.9M | 7.7% | |
| AMERITAS STABLE VALUE COLLECTIVE TR AMERICAN TRUST COMPANY · EIN 38-7302614 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.2% | |
| VANGUARD TARGET RETIREMENT 2035 FD I | — | — | — | $1.1M | 4.5% | |
| VANGUARD MID CAP INDEX FUND ADMIRAL | — | — | — | $1.0M | 4.1% | |
| INVESCO NASDAQ 100 ETF | — | — | — | $738K | 2.9% | |
| VANGUARD SMALL CAP INDEX ADMIRAL SH | — | — | — | $697K | 2.8% | |
| VANGUARD TARGET RETIREMENT 2045 FD I | — | — | — | $664K | 2.6% | |
| VANGUARD TARGET RETIREMENT 2055 INV | — | — | — | $618K | 2.5% | |
| VANGUARD TARGET RETIREMENT 2025 FD I | — | — | — | $587K | 2.3% | |
| VANGUARD TARGET RETIREMENT 2050 FD I | — | — | — | $559K | 2.2% | |
| METLIFE GAC SERIES 25053 CL EQ | — | — | — | $492K | 2.0% | |
| RELIANCE TRUST COMPANY STABLE VALUE RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $492K | 2.0% | |
| SPDR S&P 400 MID CAP VALUE ETF | — | — | — | $421K | 1.7% | |
| BLACKROCK MID CAP GWTH EQTY PORT K | — | — | — | $417K | 1.7% | |
| SCHWAB INTERNATIONAL EQUITY ETF | — | — | — | $399K | 1.6% | |
| SCHWAB US LARGE CAP VALUE ETF | — | — | — | $386K | 1.5% | |
| VANGUARD LONG TERM BOND ETF | — | — | — | $383K | 1.5% | |
| Notes Receivable from Participants Interest at 5.25% to 10.50% maturities through 2033 | — | — | — | $373K | 1.5% | |
| FEDERATED KAUFMANN SMALL CAP R6 | — | — | — | $367K | 1.5% | |
| VANGUARD TARGET RETIREMENT 2020 FD I | — | — | — | $274K | 1.1% | |
| SPDR TOTAL STOCK MARKET ETF | — | — | — | $267K | 1.1% | |
| FIRST TRUST FIRST TRUST INTERNET INDEX CF ETF | — | — | — | $262K | 1.0% | |
| AMERICAN FUNDS AMERICAN FD AMERICAN BAL FD R6 | — | — | — | $253K | 1.0% | |
| SCHWAB FUNDAMENTAL INL LARGE COM ETF | — | — | — | $215K | 0.9% | |
| VANGUARD REAL ESTATE IN FD ADM SHRS | — | — | — | $193K | 0.8% | |
| VANGUARD TARGET RETIREMENT 2060 INV | — | — | — | $191K | 0.8% | |
| SPDR S&P 600 SMALL CAP VALUE ETF | — | — | — | $166K | 0.7% | |
| SPDR INDEX SHARES EMERG MARKT ETF | — | — | — | $165K | 0.7% | |
| BLACKROCK ISHARES MSCI EAFE GROWTH ETF | — | — | — | $153K | 0.6% | |
| BLACKROCK ISHARES US AGGREGATE BD INDEX FD K | — | — | — | $151K | 0.6% | |
| J P MORGAN JPMORGAN GOVERNMENT BOND CL R6 | — | — | — | $130K | 0.5% | |
| DFA US MICRO CAP PORT INSTL | — | — | — | $106K | 0.4% | |
| LORD ABBETT LORD ABBETT SHORT DUR INCOME CL R6 | — | — | — | $97K | 0.4% | |
| SCHWAB INTERMEDIATE TERM US TRS ETF | — | — | — | $84K | 0.3% | |
| BLACKROCK ISHARES US MEDICAL DEVICES ETF | — | — | — | $82K | 0.3% | |
| SPDR SELECT SECTOR INDUSTRIAL SPDR ETF | — | — | — | $74K | 0.3% | |
| VANGUARD HI-YIELD CORP FD ADMIRAL SH | — | — | — | $63K | 0.3% | |
| VIRTUS KAR INTL SMALL CAP I | — | — | — | $53K | 0.2% | |
| DFA INFLATION PROTECT SEC PORT INSTL | — | — | — | $39K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2065 | — | — | — | $38K | 0.1% | |
| FIRST TRUST FIRST TRUST TECHNOLOGY ALPHADEX ETF | — | — | — | $32K | 0.1% | |
| VANGUARD TOTAL INTL BND ETF | — | — | — | $26K | 0.1% | |
| BLACKROCK FDS COM STGY INSTL | — | — | — | $19K | <0.1% | |
| VANGUARD TARGET RETIREMENT INCM INV | — | — | — | $9K | <0.1% | |
| VANGUARD UTILITIES ETF | — | — | — | $5K | <0.1% |
Related plans
Other plans using CHARLES SCHWAB BANK
BAKER & MCKENZIE LLP
BAKER & MCKENZIE ILLINOIS PROFIT SHARING AND 401K PLAN
$686.2M · 1,179 participants
LJA ENGINEERING, INC.
LJA ENGINEERING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$493.5M · 2,470 participants
MORTGAGE RESEARCH CENTER LLC
VETERANS UNITED HOME LOANS 401(K) PLAN
$484.6M · 4,232 participants
CARLE HOLDING COMPANY, INC.
CARLE PROFIT SHARING PLAN
$329.6M · 1,869 participants
TDINDUSTRIES, INC.
TDINDUSTRIES, INC. 401K/ESOP RETIREMENT PLAN
$321.3M · 2,910 participants
TANDEM MANAGEMENT, LLC
TANDEM HR, LLC 401(K) PLAN
$309.9M · 9,352 participants
Similar-size Information / Tech / Media plans
PORTFOLIO MEDIA, INC.
PORTFOLIO MEDIA, INC. 401(K) P/S PLAN
$25.2M · 313 participants
BURGESS INFORMATION SYSTEMS INC.
BURGESS INFORMATION SYSTEMS INC. EMPLOYEES SAVINGS TRUST
$24.8M · 280 participants
KEYNETICS, INC.
KEYNETICS, INC. 401(K) PLAN
$24.7M · 138 participants
GOVERNMENT EXECUTIVE MEDIA GROUP LLC
GOVERNMENT EXECUTIVE MEDIA GROUP 401(K) PLAN
$24.6M · 270 participants
ONE CALL CONCEPTS, INC.
ONE CALL CONCEPTS, INC. 401K PLAN
$24.5M · 383 participants
AXIOS MEDIA, INC.
AXIOS MEDIA, INC. 401(K) PLAN
$25.9M · 473 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants