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Original filing (PDF)20251007163435NAL0002608835001
TACTILE SYSTEMS TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
TACTILE SYSTEMS TECHNOLOGY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,044
Accounts w/ balance
1,187
Plan assets (EOY)
$43.9M
Net assets (EOY)
$43.8M
How this plan invests
This plan
33 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 (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TACTILE SYSTEMS TECHNOLOGY, INC..
Plan sponsor
Name
TACTILE SYSTEMS TECHNOLOGY, INC.
EIN
41-1801204
Address
3701 WAYZATA BLVD, SUITE 300 · MINNEAPOLIS, MN · 55416
Phone
(612) 355-5100
Industry
Manufacturingsee 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
2025-10-07
Pension benefit codes
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)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $37K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UKG | 65-0694077 | — | OTHER SERVICES | $12K | — |
Investments
33 direct securities· $41.5M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID FREEDOM 2055 K6 N/R | — | — | — | $7.4M | 16.8% | |
| Fidelity FID FREEDOM 2045 K6 N/R | — | — | — | $5.3M | 12.1% | |
| Fidelity FID FREEDOM 2035 K6 N/R | — | — | — | $5.2M | 11.8% | |
| Fidelity FID FREEDOM 2050 K6 N/R | — | — | — | $5.1M | 11.6% | |
| Fidelity FID FREEDOM 2060 K6 N/R | — | — | — | $4.5M | 10.3% | |
| Fidelity FID FREEDOM 2030 K6 N/R | — | — | — | $3.1M | 7.0% | |
| Fidelity FID FREEDOM 2040 K6 N/R | — | — | — | $3.0M | 6.8% | |
| Fidelity FID FREEDOM 2025 K6 N/R | — | — | — | $1.6M | 3.6% | |
| Fidelity FID 500 INDEX N/R | — | — | — | $1.4M | 3.3% | |
| Fidelity FID FREEDOM 2065 K6 N/R | — | — | — | $745K | 1.7% | |
| Fidelity FID BLUE CHIP GR K6 N/R | — | — | — | $545K | 1.2% | |
| American Funds AF INCOME FD AMER R6 N/R 981 * Fidelity FID FREEDOM 2070 K6 N/R 42 * Fidelity FID FREEDOM INC K6 N/R 25 Maturities ranging from February 2025 to May 2033 and * Participant Loans interest rates of 5.25% to 10.5% $0 | — | — | — | $477K | 1.1% | |
| Vanguard VANG GROWTH IDX ADM N/R | — | — | — | $464K | 1.1% | |
| Vanguard VANG VALUE IDX ADM N/R | — | — | — | $353K | 0.8% | |
| Fidelity FID SM CAP IDX N/R | — | — | — | $230K | 0.5% | |
| Fidelity FID MID CAP STOCK K6 N/R | — | — | — | $221K | 0.5% | |
| Fidelity FID FREEDOM 2020 K6 N/R | — | — | — | $204K | 0.5% | |
| Fidelity FID FREEDOM 2015 K6 N/R | — | — | — | $202K | 0.5% | |
| American Funds AF BOND FD AMER R6 N/R | — | — | — | $187K | 0.4% | |
| American Funds AF US GOVT MM R6 N/R | — | — | — | $174K | 0.4% | |
| American Funds AF EUROPAC GROWTH R6 N/R | — | — | — | $164K | 0.4% | |
| PGIM TOTAL RTN BD R6 N/R | — | — | — | $158K | 0.4% | |
| PIMCO LOW DUR INC IS N/R | — | — | — | $142K | 0.3% | |
| American Funds AF NEW WORLD R6 N/R | — | — | — | $139K | 0.3% | |
| American Funds AF AMER MUTUAL R6 N/R | — | — | — | $128K | 0.3% | |
| American Funds AF CAP WORLD G&I R6 N/R | — | — | — | $109K | 0.2% | |
| Eaton Vance EV FLOATING RATE R6 N/R | — | — | — | $93K | 0.2% | |
| Neuberger Berman NB INTRINSIC VAL R6 N/R | — | — | — | $60K | 0.1% | |
| American Funds AF HIGH INCOME R6 N/R | — | — | — | $48K | 0.1% | |
| American Funds AF CAP WORLD BOND R6 N/R | — | — | — | $44K | <0.1% | |
| American Funds AF BALANCED R6 N/R | — | — | — | $42K | <0.1% | |
| Fidelity FID FREEDOM 2010 K6 N/R | — | — | — | $36K | <0.1% | |
| American Funds AF CAP INC BLDR R6 N/R | — | — | — | $1K | <0.1% |
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