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Original filing (PDF)20250916144619NAL0002070625001
TURNTIDE TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
TURNTIDE TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
146
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
41 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 (25 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TURNTIDE TECHNOLOGIES, INC..
Plan sponsor
Name
TURNTIDE TECHNOLOGIES, INC.
EIN
46-4565816
Address
1295 FORGEWOOD AVENUE · SUNNYVALE, CA · 94089
Phone
(669) 205-1909
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
2025-09-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
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 | $22K | — |
Investments
41 direct securities· $9.0M(100% of reported assets)
Uncategorized
$9.0M
40 holdings
Common Stocks
$15K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Registered Investment Company | — | — | — | $1.7M | 19.0% | |
| FID FREEDOM 2045 K6 Registered Investment Company | — | — | — | $700K | 7.8% | |
| FID FREEDOM 2055 K6 Registered Investment Company | — | — | — | $677K | 7.5% | |
| FID FREEDOM 2020 K6 Registered Investment Company ** 4 * FID FREEDOM 2025 K6 Registered Investment Company | — | — | — | $665K | 7.4% | |
| FID FREEDOM 2040 K6 Registered Investment Company | — | — | — | $592K | 6.6% | |
| FID FREEDOM 2030 K6 Registered Investment Company | — | — | — | $551K | 6.1% | |
| FID FREEDOM 2050 K6 Registered Investment Company | — | — | — | $508K | 5.6% | |
| FID FREEDOM 2035 K6 Registered Investment Company | — | — | — | $484K | 5.4% | |
| FIDELITY LARGE CAP GROWTH INDX ISTL PRM Registered Investment Company | — | — | — | $436K | 4.8% | |
| HARBOR CAP APP RET Registered Investment Company | — | — | — | $377K | 4.2% | |
| FID FREEDOM 2060 K6 Registered Investment Company | — | — | — | $374K | 4.2% | |
| USA NASDAQ 100 INDEX RETAIL Registered Investment Company | — | — | — | $351K | 3.9% | |
| DODGE & COX STOCK X Registered Investment Company | — | — | — | $304K | 3.4% | |
| FIDELITY 500 INDEX INSTITUTIONAL PREM Registered Investment Company | — | — | — | $265K | 2.9% | |
| FID EXTD MKT IDX Registered Investment Company | — | — | — | $201K | 2.2% | |
| FID INTL INDEX Registered Investment Company | — | — | — | $112K | 1.2% | |
| TRP SM CAP VALUE I Registered Investment Company | — | — | — | $90K | 1.0% | |
| VANGUARD INDEX FDS FORMERLY VANGUARD Registered Investment Company | — | — | — | $80K | 0.9% | |
| FID EMRG MKTS IDX Registered Investment Company | — | — | — | $75K | 0.8% | |
| Registered Investment Companies * FID US BOND IDX Registered Investment Company | — | — | — | $69K | 0.8% | |
| DODGE & COX INCOME X Registered Investment Company | — | — | — | $65K | 0.7% | |
| FID FREEDOM 2065 K6 Registered Investment Company | — | — | — | $58K | 0.6% | |
| Participant Loans Loan interest rate at (6.25%) $0 | — | — | — | $42K | 0.5% | |
| MFS INTL DIVRSN R6 Registered Investment Company | — | — | — | $42K | 0.5% | |
| Interest-bearing Cash * FIDELITY GOVERNMENT MONEY MARKET FUND Interest-bearing Cash | — | — | — | $40K | 0.4% | |
| FID FREEDOM 2010 K6 Registered Investment Company | — | — | — | $35K | 0.4% | |
| COSTCO WHOLESALE CORP 20.795 Shares | — | — | — | $19K | 0.2% | |
| FIDELITY SELECT SOFTWARE & COMPUTER Registered Investment Company | — | — | — | $15K | 0.2% | |
| ALPHABET INC CAP STK CL A 80.257 Shares | Common Stocks | — | — | $15K | 0.2% | |
| FIDELITY WISE ORIGIN BITCOIN FUND Registered Investment Company | — | — | — | $9K | <0.1% | |
| VANGUARD INTL EQUITY INDEX FDS GLOBAL Registered Investment Company | — | — | — | $8K | <0.1% | |
| CIPHER MINING INC COM 1,500.000 Shares | — | — | — | $7K | <0.1% | |
| ALPHATEC HOLDINGS INC COM NEW 650.000 Shares | — | — | — | $6K | <0.1% | |
| SPROTT PHYSICAL GOLD TR UNITS Registered Investment Company | — | — | — | $4K | <0.1% | |
| FIDELITY CASH RESERVES Interest-bearing Cash | — | — | — | $3K | <0.1% | |
| MICROSTRATEGY INC C L A NEW NFS LLC IS A 10.000 Shares | — | — | — | $3K | <0.1% | |
| MARATHON DIGITAL HOLDINGS INC COM 150.000 Shares | — | — | — | $3K | <0.1% | |
| FID FREEDOM INC K6 Registered Investment Company | — | — | — | $2K | <0.1% | |
| TARGET CORP NFS IS A SPECIALIST 16.216 Shares | — | — | — | $2K | <0.1% | |
| PAYPAL HLDGS INC COM 25.000 Shares | — | — | — | $2K | <0.1% | |
| CLEANSPARK INC COM NEW 200.000 Shares | — | — | — | $2K | <0.1% |
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