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Original filing (PDF)20251015123118NAL0009232994001
TIA, INC.
Form 5500
FILING_RECEIVED
TIA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
279
Accounts w/ balance
206
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
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)
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 (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIA, INC..
Plan sponsor
Name
TIA, INC.
EIN
81-2814213
Address
548 MARKET STREET · SUITE 45295 · SAN FRANCISCO, CA · 94104
Phone
(415) 869-7239
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Investments
21 direct securities· $5.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.2M | 23.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.1M | 21.8% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $839K | 16.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $571K | 11.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $404K | 7.8% | |
| Vanguard Dividend Growth Inv Vanguard 0 | — | — | — | $137K | 2.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $124K | 2.4% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $122K | 2.4% | |
| T Rowe Price Small-Cap Value I T. Rowe Price 0 | — | — | — | $83K | 1.6% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $81K | 1.6% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $73K | 1.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $69K | 1.3% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $57K | 1.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $45K | 0.9% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $43K | 0.8% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $41K | 0.8% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $25K | 0.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $20K | 0.4% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $19K | 0.4% | |
| PGIM Total Return Bond R6 PGIM 0 | — | — | — | $8K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $3K | <0.1% |
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