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Original filing (PDF)20250902112755NAL0024355936001
TULIP INTERFACES, INC.
Form 5500
FILING_RECEIVED
TULIP 401(K) PLAN
401(k) retirement plan
Active participants
193
Accounts w/ balance
242
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
27 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 (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TULIP INTERFACES, INC..
Plan sponsor
Name
TULIP INTERFACES, INC.
EIN
46-1294512
Address
77 MIDDLESEX AVENUE · A · SOMERVILLE, MA · 02145
Phone
(833) 468-8547
Industry
Software Publishers· 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
2025-09-02
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
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 | $8K | — |
Investments
27 direct securities· $9.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 " | — | — | — | $2.2M | 23.6% | |
| Vanguard Target Retirement 2055 Mutual fund | — | — | — | $1.9M | 20.2% | |
| Fidelity 500 Index " | — | — | — | $1.4M | 14.3% | |
| Vanguard Target Retirement 2050 " | — | — | — | $903K | 9.5% | |
| Vanguard Target Retirement 2045 " | — | — | — | $568K | 6.0% | |
| Fidelity Total Markets Index " | — | — | — | $402K | 4.2% | |
| Vanguard Target Retirement 2065 " | — | — | — | $382K | 4.0% | |
| Vanguard Target Retirement 2040 " | — | — | — | $282K | 3.0% | |
| Vanguard Target Retirement 2030 " | — | — | — | $220K | 2.3% | |
| Vanguard Target Retirement 2035 " | — | — | — | $214K | 2.3% | |
| Vanguard Target Retirement 2070 " | — | — | — | $158K | 1.7% | |
| MFS MA INV GR Stock R6 " | — | — | — | $122K | 1.3% | |
| Fidelity US Sustainability Index " | — | — | — | $87K | 0.9% | |
| Fidelity International Index " | — | — | — | $84K | 0.9% | |
| Brokerage Link Self-directed brokerage account | — | — | — | $83K | 0.9% | |
| Fidelity US Bond Index " | — | — | — | $80K | 0.8% | |
| DFA US Small Cap I " | — | — | — | $68K | 0.7% | |
| Fidelity Extended Markets Index " | — | — | — | $65K | 0.7% | |
| Dodge & Cox Stock X " | — | — | — | $59K | 0.6% | |
| Participant Loans (8.00% - 8.50%) - | — | — | — | $54K | 0.6% | |
| Fidelity Total International Index " | — | — | — | $42K | 0.4% | |
| Dodge & Cox Income X " | — | — | — | $32K | 0.3% | |
| Fidelity Emerging Markets Index " | — | — | — | $24K | 0.3% | |
| TRP Overseas Stock I " | — | — | — | $20K | 0.2% | |
| Vanguard Target Retirement 2020 " | — | — | — | $13K | 0.1% | |
| Vanguard Target Retirement Income " | — | — | — | $7K | <0.1% | |
| Gabelli US MM I " | — | — | — | $2K | <0.1% |
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