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Original filing (PDF)20251015112138NAL0002317763001
TATARI, INC.
Form 5500
FILING_RECEIVED
TATARI, INC. 401(K) PLAN
401(k) retirement plan
Active participants
242
Accounts w/ balance
273
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
31 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 TATARI, INC..
Plan sponsor
Name
TATARI, INC.
EIN
81-3734795
Address
100 BUSH STREET, · SUITE 950 · SAN FRANCISCO, CA · 94104
Phone
(646) 262-5040
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)
2S · Automatic enrollment
3F · Sponsor used leased employees
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2J · 401(k) feature
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LILLING & COMPANY 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 | $35K | — |
Investments
31 direct securities· $14.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $2.9M | 19.5% | |
| Fidelity Freedom Index 2055 Instl Prem | — | — | — | $2.5M | 16.8% | |
| Fidelity Freedom Index 2060 Instl Prem | — | — | — | $2.1M | 14.4% | |
| Fidelity Freedom Index 2050 Instl Prem | — | — | — | $1.4M | 9.8% | |
| Fidelity Freedom Index 2040 Instl Prem | — | — | — | $974K | 6.6% | |
| Fidelity Freedom Index 2045 Instl Prem | — | — | — | $810K | 5.5% | |
| Fidelity Freedom Index 2065 Instl Prm | — | — | — | $628K | 4.3% | |
| Fidelity Freedom Index 2035 Instl Prem | — | — | — | $585K | 4.0% | |
| Fidelity International Index | — | — | — | $419K | 2.9% | |
| Fidelity Small Cap Index | — | — | — | $389K | 2.7% | |
| Fidelity Hereford Street Trust | — | — | — | $327K | 2.2% | |
| Fidelity Mid Cap Index | — | — | — | $299K | 2.0% | |
| JPMorgan US Value R6 | — | — | — | $281K | 1.9% | |
| AB Large Cap Growth Fund | — | — | — | $214K | 1.5% | |
| Fidelity U.S. Bond Index | — | — | — | $194K | 1.3% | |
| Fidelity Freedom Index 2030 Instl Prem | — | — | — | $175K | 1.2% | |
| Notes receivable from participants | — | — | — | $136K | 0.9% | |
| MFS Mid Cap Value R6 | — | — | — | $65K | 0.4% | |
| Fidelity Freedom Index 2025 Instl Prem | — | — | — | $55K | 0.4% | |
| ClearBridge Small Cap Growth IS | — | — | — | $48K | 0.3% | |
| JPMorgan Core Bond R6 | — | — | — | $45K | 0.3% | |
| American Funds New World R6 | — | — | — | $41K | 0.3% | |
| BlackRock Mid-Cap Growth Equity Instl | — | — | — | $33K | 0.2% | |
| American Funds New Perspective R6 | — | — | — | $24K | 0.2% | |
| PIMCO Real Return Instl | — | — | — | $20K | 0.1% | |
| PIMCO Income Fund | — | — | — | $13K | <0.1% | |
| Cohen & Steers Real Estate Securities Z | — | — | — | $10K | <0.1% | |
| Allspring Special Small Cap Value R6 | — | — | — | $8K | <0.1% | |
| Fidelity Freedom Index 2020 Instl Prem | — | — | — | $2K | <0.1% | |
| Fidelity Freedom Index 2010 Instl Prem | — | — | — | $2K | <0.1% | |
| T. Rowe Price Overseas Stock I | — | — | — | $324 | <0.1% |
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