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Original filing (PDF)20250725115100NAL0003152835001
TONAL SYSTEMS, INC.
Form 5500
FILING_RECEIVED
TONAL SYSTEMS, INC. 401K
401(k) retirement plan
Active participants
172
Accounts w/ balance
283
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
24 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 (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TONAL SYSTEMS, INC..
Plan sponsor
Name
TONAL SYSTEMS, INC.
EIN
47-5265299
Address
69 CONVERSE STREET SUITE 200 · SAN FRANCISCO, CA · 94103
Phone
(415) 735-4270
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
2025-07-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
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 | $3K | — |
Investments
24 direct securities· $11.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Fund - Instl Premium Class | — | — | — | $2.1M | 18.5% | |
| Fidelity 500 Index Fund | — | — | — | $2.0M | 17.2% | |
| Fidelity Freedom Index 2055 Fund - Instl Premium Class | — | — | — | $1.9M | 16.4% | |
| Fidelity Freedom Index 2045 Fund - Instl Premium Class | — | — | — | $1.4M | 11.8% | |
| Fidelity Freedom Index 2060 Fund - Instl Premium Class | — | — | — | $834K | 7.3% | |
| Fidelity Freedom Index 2035 Fund - Instl Premium Class | — | — | — | $785K | 6.8% | |
| Fidelity Freedom Index 2040 Fund - Instl Premium Class | — | — | — | $588K | 5.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $269K | 2.3% | |
| Fidelity Freedom Index 2030 Fund - Instl Premium Class | — | — | — | $268K | 2.3% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $213K | 1.9% | |
| Fidelity Freedom Index 2025 Fund - Instl Premium Class | — | — | — | $207K | 1.8% | |
| American Funds American Mutual Fund Class R6 | — | — | — | $160K | 1.4% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $155K | 1.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $123K | 1.1% | |
| Participants Participant Loans Rates from 4.50% to 9.50% - | — | — | — | $110K | 1.0% | |
| Fidelity Freedom Index 2065 Fund - Instl Premium Class | — | — | — | $93K | 0.8% | |
| Fidelity International Index Fund | — | — | — | $67K | 0.6% | |
| BlackRock Mid Cap Growth Equity Portfolio Instl Shares | — | — | — | $63K | 0.5% | |
| Fidelity Freedom Index 2070 Fund - Instl Premium Class 31 MFS International Diversification Fund Class R6 | — | — | — | $47K | 0.4% | |
| JPMorgan Core Bond Fund Class R6 | — | — | — | $47K | 0.4% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $45K | 0.4% | |
| Dimens. Fund Adv. DFA U.S. Small Cap Growth Portfolio Institutional Class | — | — | — | $25K | 0.2% | |
| Allspring Special Small Cap Value Fund - Class R6 | — | — | — | $23K | 0.2% | |
| Gabelli U.S. Treasury Money Market Fund Class I | — | — | — | $18K | 0.2% |
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