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Original filing (PDF)20251015040213NAL0001898307001
TSUNAMI TSOLUTIONS, LLC
Form 5500
FILING_RECEIVED
TSUNAMI TSOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
120
Accounts w/ balance
143
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
How this plan invests
This plan
45 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TSUNAMI TSOLUTIONS, LLC.
Plan sponsor
Name
TSUNAMI TSOLUTIONS, LLC
EIN
47-0912819
Address
655 WINDING BROOK DRIVE 3RD FLOOR · GLASTONBURY, CT · 06033
Phone
(860) 226-6885
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
2025-10-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 04-0488491 | — | SERVICE PROVIDER | $8K | — |
| SIGMA PLANNING CORP. | 38-2472558 | — | SERVICE PROVIDER | $0 | — |
Investments
45 direct securities· $9.8M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vangrd LifeStrat Grw Fd Inv Pooled Separate Account | — | — | — | $1.8M | 17.7% | |
| Voya Index Solution 2050 P Z Pooled Separate Account | — | — | — | $875K | 8.6% | |
| Voya Index Solution 2040 P Z Pooled Separate Account | — | — | — | $796K | 7.8% | |
| Vangrd Growth Index Fund Adm Pooled Separate Account | — | — | — | $618K | 6.0% | |
| Voya Index Solution 2055 P Z Pooled Separate Account | — | — | — | $428K | 4.2% | |
| Voya Index Solution 2025 P Z Pooled Separate Account | — | — | — | $421K | 4.1% | |
| Vangrd 500 Index Fund Adm Pooled Separate Account | — | — | — | $416K | 4.1% | |
| Vangrd LifeStrat Inc Fd Inv Pooled Separate Account ** 289 * Voya Fixed Account Fully benefit-responsive | — | — | — | $372K | 3.6% | |
| Voya Index Solution 2060 P Z Pooled Separate Account | — | — | — | $341K | 3.3% | |
| Vangrd LifeStrat Md Grw Fd Inv Pooled Separate Account | — | — | — | $340K | 3.3% | |
| Vangrd Tot St Mkt Indx Fd Adm Pooled Separate Account | — | — | — | $318K | 3.1% | |
| Vangrd Tot Int Stk In F Adm Pooled Separate Account | — | — | — | $288K | 2.8% | |
| Voya Index Solution 2030 P Z Pooled Separate Account | — | — | — | $220K | 2.1% | |
| Vangrd Value Index Fund Adm Pooled Separate Account | — | — | — | $215K | 2.1% | |
| Vangrd Health Care Ind Fd Adm Pooled Separate Account | — | — | — | $202K | 2.0% | |
| Voya Index Solution 2035 P Z Pooled Separate Account | — | — | — | $163K | 1.6% | |
| Vangrd Sm-Cap Vl Index Fnd Adm Pooled Separate Account | — | — | — | $151K | 1.5% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Pooled Separate Account | — | — | — | $143K | 1.4% | |
| American Funds AMCAP Fund R6 Pooled Separate Account | — | — | — | $142K | 1.4% | |
| Voya Index Solution 2045 P Z Pooled Separate Account | — | — | — | $132K | 1.3% | |
| Vangrd Mid-Cap Vl Indx Fnd Adm Pooled Separate Account | — | — | — | $118K | 1.1% | |
| Vangrd Sm-Cap Grw Index Fd Adm Pooled Separate Account | — | — | — | $115K | 1.1% | |
| Vangrd Balanced Index Fnd Adm Pooled Separate Account | — | — | — | $102K | 1.0% | |
| Vangrd Md-Cap Grw Index Fd Adm Pooled Separate Account | — | — | — | $101K | 1.0% | |
| American Funds EuroPacific R6 Pooled Separate Account | — | — | — | $99K | 1.0% | |
| American Funds New World R6 Pooled Separate Account | — | — | — | $96K | 0.9% | |
| American Funds Nw Prspctv R6 Pooled Separate Account | — | — | — | $90K | 0.9% | |
| Vangrd Small-Cap Index Fnd Adm Pooled Separate Account | — | — | — | $80K | 0.8% | |
| MFS Utilities Fund R6 Pooled Separate Account | — | — | — | $76K | 0.7% | |
| PIMCO Income Fund Ins Pooled Separate Account | — | — | — | $67K | 0.7% | |
| American Funds Cap Inc Bld R6 Pooled Separate Account | — | — | — | $46K | 0.5% | |
| Eaton Vance Atl Cp SMIDCp F R6 Pooled Separate Account | — | — | — | $44K | 0.4% | |
| BlkRck High Yield Port K Pooled Separate Account | — | — | — | $43K | 0.4% | |
| American Funds Wash Mutual R6 Pooled Separate Account | — | — | — | $43K | 0.4% | |
| Voya Index Solution 2065 P Z Pooled Separate Account | — | — | — | $37K | 0.4% | |
| DFA Real Estate Secs Port Ins Pooled Separate Account | — | — | — | $34K | 0.3% | |
| Franklin Mutual Glbl Disc F R6 Pooled Separate Account | — | — | — | $32K | 0.3% | |
| Vangrd Energy Fund Adm Pooled Separate Account | — | — | — | $32K | 0.3% | |
| American Funds Fdmntl Inv R6 Pooled Separate Account | — | — | — | $30K | 0.3% | |
| Inv StPth MLP Alpha Fd R6 Pooled Separate Account | — | — | — | $28K | 0.3% | |
| AB Global Bond Fund Z Pooled Separate Account | — | — | — | $27K | 0.3% | |
| Voya Index Solution Inc P Z Pooled Separate Account | — | — | — | $25K | 0.2% | |
| DFA Infl-Prot Sec Port Ins Pooled Separate Account | — | — | — | $17K | 0.2% | |
| Vangrd LifeStrat Cns Gr Fd Inv Pooled Separate Account | — | — | — | $14K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Pooled Separate Account | — | — | — | $8K | <0.1% |