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Original filing (PDF)20260106171825NAL0007202307001
TAMR, INC.
Form 5500
FILING_RECEIVED
TAMR, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.7 mo
Active participants
55
Accounts w/ balance
108
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
3 pooled trusts
Schedule D
22 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
93
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.7 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAMR, INC..
Plan sponsor
Name
TAMR, INC.
EIN
46-1611233
Address
66 CHURCH ST · CAMBRIDGE, MA · 021383733
Phone
(978) 397-0045
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
2026-01-06
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL ANALYSTS INC | 23-1691523 | — | INVESTMENT ADVISORY | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $12K | — |
Investments
21 direct securities · 3 pooled funds· $8.8M(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
$7.3M
20 holdings
Pooled Separate Account
$906K
3 holdings
Pooled Separate Accounts
$645K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party Rate of Interest, Collateral, Par or Maturity Value Cost Current Value Mutual Funds Vanguard Developing Markets Index Admiral Fund N/R | — | — | — | $1.4M | 18.0% | |
| Vanguard Total Stock Market Index Admiral Fund N/R | — | — | — | $1.1M | 14.2% | |
| Fidelity Large Cap Growth Index Fund N/R | — | — | — | $1.1M | 13.9% | |
| Vanguard Equity Income Admiral Fund N/R | — | — | — | $730K | 9.2% | |
| s * Principal Core Fixed Income Separate Account-Z N/R | Pooled Separate Accounts | — | — | $645K | 8.2% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $645K | 8.2% | |
| Insurance Funds * Principal Fixed Income Guaranteed Option N/R | — | — | — | $418K | 5.3% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $386K | 4.9% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $301K | 3.8% | |
| Fidelity Mid Cap Growth Index Fund N/R | — | — | — | $284K | 3.6% | |
| Natixis Target Retirement 2040 Fund N/R | — | — | — | $280K | 3.5% | |
| Principal Capital Appreciation Separate Account-Z N/R | — | — | — | $246K | 3.1% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $246K | 3.1% | |
| Fidelity Mid Cap Value Index Fund N/R | — | — | — | $236K | 3.0% | |
| Fidelity Small Cap Value Index Fund N/R | — | — | — | $235K | 3.0% | |
| Fidelity Small Cap Growth Index Fund N/R | — | — | — | $221K | 2.8% | |
| Fidelity Emerging Markets Index Fund N/R | — | — | — | $157K | 2.0% | |
| Vanguard Inflation Protected Securities Admiral Fund N/R | — | — | — | $64K | 0.8% | |
| JPMorgan Income R6 Fund N/R | — | — | — | $26K | 0.3% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $15K | 0.2% | |
| (E) | — | — | — | $15K | 0.2% | |
| Vanguard Hi-Yield Corporate Admiral Fund N/R | — | — | — | $10K | 0.1% | |
| Participant Loans Interest rates: 7.25% - 10.50%, maturing through $0 | — | — | — | $7K | <0.1% | |
| Natixis Target Retirement 2055 Fund N/R | — | — | — | $2K | <0.1% |
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