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Original filing (PDF)20250916155923NAL0003285808001
TIZ, INC
Form 5500
FILING_RECEIVED
PROVI 401(K) PLAN
401(k) retirement plan
Signals · 1
45% in single holding
Active participants
175
Accounts w/ balance
275
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Investments Fidelity Total Market Index Fund" is 45% of plan.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIZ, INC.
Plan sponsor
Name
TIZ, INC
EIN
61-1797561
Address
1 NORTH DEARBORN · SUITE 700 · CHICAGO, IL · 60602
Phone
(872) 356-2329
Industry
Custom Computer Programming· 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
2025-09-16
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
SIKICH CPA LLC
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 | $15K | — |
Investments
21 direct securities· $12.0M(99% of reported assets)
Uncategorized
$10.5M
20 holdings
Mutual Funds
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Total Market Index Fund | — | — | — | $5.5M | 45.0% | |
| Fidelity Investments Fidelity Total International Index Fund | — | — | — | $2.4M | 19.9% | |
| s * Fidelity Investments Fidelity U.S. Bond Index Fund | Mutual Funds | — | — | $1.5M | 12.5% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $855K | 7.1% | |
| Fidelity Investments Fidelity Real Estate Index Fund | — | — | — | $590K | 4.9% | |
| Fidelity Investments Fidelity Extended Market Index Fund | — | — | — | $342K | 2.8% | |
| Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $199K | 1.6% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund | — | — | — | $119K | 1.0% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund | — | — | — | $116K | 1.0% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund | — | — | — | $80K | 0.7% | |
| Fidelity Investments Fidelity Intermediate Treasury Bond Index Fund | — | — | — | $56K | 0.5% | |
| Fidelity Investments Fidelity Emerging Markets Index Fund | — | — | — | $55K | 0.5% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund | — | — | — | $50K | 0.4% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund | — | — | — | $31K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund | — | — | — | $31K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund Investor Class | — | — | — | $30K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund | — | — | — | $24K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund Institutional Premium Class | — | — | — | $24K | 0.2% | |
| Fidelity Investments Fidelity Short-Term Treasury Bond Index Fund | — | — | — | $20K | 0.2% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund | — | — | — | $16K | 0.1% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund | — | — | — | $2K | <0.1% |
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