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Original filing (PDF)20251015174527NAL0010882770001
LITERATI INC.
Form 5500
FILING_RECEIVED
LITERATI INC. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
139
Accounts w/ balance
141
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
How this plan invests
This plan
26 pooled trusts
Schedule D
33 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 (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LITERATI INC..
Plan sponsor
Name
LITERATI INC.
EIN
81-3863147
Address
1145 WEST 5TH STREET · AUSTIN, TX · 78703
Phone
(512) 630-2866
Industry
Information / Tech / Mediasee 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
2A · Age/service weighted or new comparability
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | HARTFORD, CT | INVESTMENT ADVISORY | $61 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RMR WEALTH BUILDERS INC | 11-2812983 | MONTCLAIR, NJ | OTHER FEES | $0 | — |
| EZTPA, LLC | — | MALVERN, PA | OTHER SERVICES | $0 | — |
Investments
16 direct securities · 26 pooled funds· $1.6M(100% 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.
Pooled Separate Account
$1.0M
26 holdings
Uncategorized
$592K
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MYCOMPASS IND MOD 2055 FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $292K | 28.5% | |
| MYCOMPASS IND MOD 2045 FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $253K | 24.6% | |
| MyCompass Ind Mod 2055 Fd R Common Collective Trust | — | — | — | $199K | 19.4% | |
| MyCompass Ind Mod 2045 Fd R Common Collective Trust | — | — | — | $138K | 13.5% | |
| FIDELITY 500 INDEX FUND VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $135K | 13.2% | |
| MYCOMPASS IND MOD 2065 FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $72K | 7.0% | |
| Fidelity 500 Index Fund Pooled Separate Account | — | — | — | $55K | 5.3% | |
| MYCOMPASS IND MOD 2035 FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $53K | 5.2% | |
| Vanguard LifeStrat Growth Fd Inv Pooled Separate Account | — | — | — | $46K | 4.5% | |
| VANGRD LIFESTRAT GRW FD INV VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $46K | 4.5% | |
| MYCOMPASS IND AGG 2055 FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $40K | 3.9% | |
| MyCompass Ind Mod 2065 Fd R Common Collective Trust | — | — | — | $40K | 3.9% | |
| MyCompass Ind Mod 2035 Fd R Common Collective Trust | — | — | — | $27K | 2.7% | |
| ISHARES MSCI EAFE INDEX FND K VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $25K | 2.4% | |
| MYCOMPASS IND MOD RET FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $24K | 2.3% | |
| MyCompass Ind Mod 2025 Fd R Common Collective Trust | — | — | — | $22K | 2.2% | |
| MyCompass Ind Agg 2055 Fd R Common Collective Trust | — | — | — | $22K | 2.2% | |
| MYCOMPASS IND CNS 2045 F R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $18K | 1.8% | |
| DFA US TARGETED VL PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $16K | 1.6% | |
| Vangrd LifeStrat Grw Fd Inv Pooled Separate Account | — | — | — | $14K | 1.3% | |
| MYCOMPASS IND AGG 2045 FD R VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $13K | 1.2% | |
| FIDELITY MID CAP IDX FD VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $11K | 1.0% | |
| MyCompass Ind Cns 2045 F R Common Collective Trust | — | — | — | $7K | 0.7% | |
| DFA REAL ESTATE SECS PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $7K | 0.7% | |
| Fidelity Mid Cap Idx Fd Pooled Separate Account | — | — | — | $6K | 0.5% | |
| iShares MSCI EAFE Index Fnd K Pooled Separate Account | — | — | — | $6K | 0.5% | |
| JPMORGAN US GARP EQUITY F R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $5K | 0.5% | |
| FIDELITY SM CP IND FD VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $5K | 0.4% | |
| VANGRD EQUITY INCOME FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $4K | 0.4% | |
| Fidelity Sm Cp Ind Fd Pooled Separate Account | — | — | — | $3K | 0.3% | |
| DFA INFL-PROT SEC PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $3K | 0.3% | |
| Vangrd Equity Income Fund Adm Pooled Separate Account | — | — | — | $2K | 0.2% | |
| DFA Real Estate Secs Port Ins Pooled Separate Account | — | — | — | $2K | 0.2% | |
| JPMorgan US GARP Equity F R6 Pooled Separate Account | — | — | — | $2K | 0.2% | |
| NUVEEN LARGE CAP RES EQ R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $821 | <0.1% | |
| VANGRD EXPLORER FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $753 | <0.1% | |
| NEUBERG BERM MDCP GRW FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $674 | <0.1% | |
| AMERICAN FUNDS NEW WORLD R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $594 | <0.1% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $210 | <0.1% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $90 | <0.1% | |
| VANGRD SELECTED VALUE FUND INV VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $73 | <0.1% | |
| AMERICAN FUNDS AM BALANCED R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $60 | <0.1% |
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