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Original filing (PDF)20250725052020NAL0015956482001
TIPALTI, INC.
Form 5500
FILING_RECEIVED
TIPALTI 401(K) PLAN
401(k) retirement plan
Active participants
267
Accounts w/ balance
333
Plan assets (EOY)
$20.5M
Net assets (EOY)
$20.5M
How this plan invests
This plan
1 pooled trust
Schedule D
40 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 (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIPALTI, INC..
Plan sponsor
Name
TIPALTI, INC.
EIN
46-2121493
Address
1051 E. HILLSDALE BLVD., · SUITE 600 · FOSTER CITY, CA · 94404
Phone
(617) 894-5873
Industry
Finance & Insurancesee 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
2025-07-25
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANK RIMERMAN & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
39 direct securities · 1 pooled fund· $20.1M(98% 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.
Registered Investment Companies
$20.1M
39 holdings
Common Collective Trust
$16K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.9M | 14.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.5M | 12.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.5M | 12.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.1M | 10.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.4M | 7.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.3M | 6.2% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $1.3M | 6.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $907K | 4.4% | |
| FIDELITY BLUE CHIP GROWTH K | Registered Investment Companies | — | — | $760K | 3.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $724K | 3.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $506K | 2.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $419K | 2.0% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $326K | 1.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $315K | 1.5% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $231K | 1.1% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $231K | 1.1% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $191K | 0.9% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $184K | 0.9% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $174K | 0.8% | |
| GS SMALL CAP VALUE INSIGHTS R6 | Registered Investment Companies | — | — | $168K | 0.8% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $154K | 0.8% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $147K | 0.7% | |
| VAN STRAT SM CP EQTY - INV | Registered Investment Companies | — | — | $123K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $110K | 0.5% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $89K | 0.4% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $52K | 0.3% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $50K | 0.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $49K | 0.2% | |
| ALS REAL RETURN R6 | Registered Investment Companies | — | — | $43K | 0.2% | |
| VICTORY NASDAQ-100 INDEX FC | Registered Investment Companies | — | — | $42K | 0.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $37K | 0.2% | |
| PIM RAE EMG MKT INST | Registered Investment Companies | — | — | $27K | 0.1% | |
| CALVERT US LC CORE RESP INDX I | Registered Investment Companies | — | — | $25K | 0.1% | |
| DFA INTL SMALL CAP GR INST | Registered Investment Companies | — | — | $20K | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $16K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $15K | <0.1% | |
| MASSACHUSETTS INVESTORS GR R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| CALVERT INTL RES IDX I | Registered Investment Companies | — | — | $5K | <0.1% | |
| CAL US MC CORE RESP IDX I | Registered Investment Companies | — | — | $3K | <0.1% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $1K | <0.1% |
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