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Original filing (PDF)20251015113402NAL0006118752001
TEMPUS AI, INC.
Form 5500
FILING_RECEIVED
TEMPUS AI, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,438
Accounts w/ balance
2,703
Plan assets (EOY)
$102.1M
Net assets (EOY)
$102.1M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 153% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEMPUS AI, INC..
Plan sponsor
Name
TEMPUS AI, INC.
EIN
47-4903308
Address
600 WEST CHICAGO AVE., SUITE 510 · CHICAGO, IL · 606542526
Phone
(312) 638-4537
Industry
Professional & Technical Servicessee 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
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
MILLER COOPER & CO., LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISORY | $46K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $213K | — |
Investments
23 direct securities· $101.4M(99% of reported assets)
Uncategorized
$100.4M
22 holdings
Mutual Funds
$951K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index 2050 Fund | — | — | — | $16.9M | 16.6% | |
| BlackRock Lifepath Index 2055 Fund | — | — | — | $16.1M | 15.8% | |
| Vanguard Group Institutional Index Fund | — | — | — | $13.8M | 13.5% | |
| BlackRock Lifepath Index 2060 Fund | — | — | — | $13.5M | 13.2% | |
| BlackRock Lifepath Index 2045 Fund | — | — | — | $9.0M | 8.8% | |
| BlackRock Lifepath Index 2040 Fund | — | — | — | $5.9M | 5.8% | |
| BlackRock Lifepath Index 2035 Fund | — | — | — | $4.1M | 4.0% | |
| T. Rowe Price Blue Chip Growth Fund | — | — | — | $3.8M | 3.8% | |
| BlackRock Lifepath Index 2065 Fund | — | — | — | $3.6M | 3.5% | |
| BlackRock Lifepath Index 2030 Fund | — | — | — | $2.3M | 2.3% | |
| Vanguard Group Small Cap Index Adm Fund | — | — | — | $2.1M | 2.1% | |
| Vanguard Group Mid Cap Index Adm Fund | — | — | — | $2.0M | 2.0% | |
| Fidelity Investments International Index Fund | — | — | — | $1.8M | 1.8% | |
| Capital Research and Mgmt Co EuroPacific Grth R6 Fund | — | — | — | $1.2M | 1.2% | |
| Capital Research and Mgmt Co American Mutual R6 Fund | — | — | — | $1.1M | 1.1% | |
| s (held by Principal Trust Company) Vanguard Group Federal Money Market Investor Fund | Mutual Funds | — | — | $951K | 0.9% | |
| BlackRock Lifepath Index Retirment Fund | — | — | — | $682K | 0.7% | |
| Vanguard Group Real Estate Index Adm Fund | — | — | — | $561K | 0.5% | |
| JP Morgan Core Plus Bond R6 Fund | — | — | — | $410K | 0.4% | |
| BlackRock High Yield Portfolio Fund | — | — | — | $363K | 0.4% | |
| Fidelity Investments US Bond Index Fund | — | — | — | $329K | 0.3% | |
| Notes from participants Interest from 4.25% - 9.50% - | — | — | — | $327K | 0.3% | |
| Vanguard Group Short-Term Investment-Grade Admiral | — | — | — | $301K | 0.3% |
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