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Original filing (PDF)20251014060600NAL0003271600001
TATA ELXSI LTD
Form 5500
FILING_RECEIVED
TATA ELXSI 401(K) PLAN
401(k) retirement plan
Active participants
275
Accounts w/ balance
238
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
How this plan invests
This plan
1 pooled trust
Schedule D
22 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TATA ELXSI LTD.
Plan sponsor
Name
TATA ELXSI LTD
EIN
52-2103083
Address
CONTL PLZ 2701 TROY CENTER DR · 1ST FLOOR SUITE NO.125 · TROY, MI · 48084
Phone
(408) 894-8282
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
2025-10-14
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
KNAV CPA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI | $15K | — |
Investments
21 direct securities · 1 pooled fund· $4.0M(85% 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
$3.9M
21 holdings
Common Collective Trust
$120K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY ADV FREEDOM 2045 FD M | Registered Investment Companies | — | — | $560K | 11.8% | |
| FIDELITY ADV FREEDOM 2050 FD-M | Registered Investment Companies | — | — | $555K | 11.7% | |
| NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $456K | 9.6% | |
| FIDELITY ADV FREEDOM 2040 - M | Registered Investment Companies | — | — | $394K | 8.3% | |
| FIDELITY ADV FREEDOM 2055 FD-M | Registered Investment Companies | — | — | $388K | 8.2% | |
| FIDELITY ADV EQUITY GROWTH - M | Registered Investment Companies | — | — | $309K | 6.5% | |
| BLK TECH OPPS FUND - R | Registered Investment Companies | — | — | $250K | 5.3% | |
| FIDELITY ADV FREEDOM 2060 FD-M | Registered Investment Companies | — | — | $229K | 4.8% | |
| FIDADFR2035 | Registered Investment Companies | — | — | $144K | 3.0% | |
| JPMORGAN US VALUE R2 | Registered Investment Companies | — | — | $137K | 2.9% | |
| PUTNAM STABLE VALUE 100 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $120K | 2.5% | |
| AMERICAN BALANCED R2E | Registered Investment Companies | — | — | $94K | 2.0% | |
| JPM INTERNATIONAL EQ - R2 | Registered Investment Companies | — | — | $87K | 1.8% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $81K | 1.7% | |
| FIDELITY ADV FREEDOM 2030 - M | Registered Investment Companies | — | — | $80K | 1.7% | |
| FIDELITY ADV STK SELECT MDCP M | Registered Investment Companies | — | — | $45K | 0.9% | |
| FIDADFR2025 | Registered Investment Companies | — | — | $44K | 0.9% | |
| INVESCO CORE BOND R | Registered Investment Companies | — | — | $27K | 0.6% | |
| FIDELITY ADV FREEDOM INC. - M | Registered Investment Companies | — | — | $24K | 0.5% | |
| FIDADFR2015 | Registered Investment Companies | — | — | $5K | 0.1% | |
| FIDELITY ADV FREEDOM 2010 - M | Registered Investment Companies | — | — | $5K | <0.1% | |
| FIDELITY ADV FREEDOM 2020 - M | Registered Investment Companies | — | — | $3K | <0.1% |
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