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Original filing (PDF)20250924102449NAL0007411809001
TIGERGRAPH, INC.
Form 5500
FILING_RECEIVED
TIGERGRAPH 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure39% in single holding
Active participants
59
Accounts w/ balance
104
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
85
Concentration risk
80
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Fidelity 500 Index Fund Registered Investment Company" is 39% of plan.
Helping the score
- Below-peer total fees (16 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIGERGRAPH, INC..
Plan sponsor
Name
TIGERGRAPH, INC.
EIN
45-5477393
Address
3 TWIN DOLPHIN DRIVE · STE 225 · REDWOOD CITY, CA · 94065
Phone
(650) 206-8888
Industry
Custom Computer Programming· 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
2025-09-24
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
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 | $10K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
29 direct securities· $6.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $2.4M | 39.1% | |
| Fidelity Freedom 2060 Index Fund Investor Class Registered Investment Company | — | — | — | $585K | 9.5% | |
| Fidelity Freedom 2040 Index Fund Investor Class Registered Investment Company | — | — | — | $493K | 8.0% | |
| Fidelity Freedom 2055 Index Fund Investor Class Registered Investment Company | — | — | — | $396K | 6.4% | |
| Fidelity Freedom 2050 Index Fund Investor Class Registered Investment Company | — | — | — | $383K | 6.2% | |
| Fidelity Freedom 2030 Index Fund Investor Class Registered Investment Company | — | — | — | $323K | 5.2% | |
| American Funds Bond Fund of America R6 Registered Investment Company | — | — | — | $216K | 3.5% | |
| Gabelli US Money Market Fund Institutional Class Money Market Fund | — | — | — | $169K | 2.7% | |
| Fidelity International Index Fund Registered Investment Company | — | — | — | $164K | 2.7% | |
| Fidelity Large Cap Growth Index Fund Registered Investment Company | — | — | — | $146K | 2.4% | |
| Fidelity Freedom 2065 Index Fund Investor Class Registered Investment Company | — | — | — | $132K | 2.1% | |
| Fidelity US Bond Index Fund Registered Investment Company | — | — | — | $104K | 1.7% | |
| Fidelity Freedom 2025 Index Fund Investor Class Registered Investment Company | — | — | — | $84K | 1.4% | |
| Fidelity Freedom 2045 Index Fund Investor Class Registered Investment Company | — | — | — | $81K | 1.3% | |
| Fidelity Freedom 2035 Index Fund Investor Class Registered Investment Company | — | — | — | $70K | 1.1% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $67K | 1.1% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $42K | 0.7% | |
| American Funds New World Fund R6 Registered Investment Company | — | — | — | $34K | 0.5% | |
| BlackRock International Fund Class K Registered Investment Company | — | — | — | $33K | 0.5% | |
| American Funds New Perspective Fund R6 Registered Investment Company | — | — | — | $30K | 0.5% | |
| maturing through April 2028 0 | — | — | — | $29K | 0.5% | |
| American Century Small Cap Growth Fund R6 Registered Investment Company | — | — | — | $28K | 0.4% | |
| Columbia & Smith Institutional Realty Shares Registered Investment Company | — | — | — | $19K | 0.3% | |
| American Century Small Cap Value Fund R6 Registered Investment Company | — | — | — | $16K | 0.3% | |
| Fidelity Freedom 2020 Index Fund Investor Class Registered Investment Company | — | — | — | $16K | 0.3% | |
| Fidelity Mid Cap Growth Index Fund Registered Investment Company | — | — | — | $14K | 0.2% | |
| Fidelity Freedom Income Index Fund Investor Class Registered Investment Company | — | — | — | $8K | 0.1% | |
| American Funds Inflation Linked Bond Fund R6 Registered Investment Company | — | — | — | $5K | <0.1% | |
| Fidelity Freedom 2015 Index Fund Investor Class Registered Investment Company | — | — | — | $3K | <0.1% |
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