How big is TILT Holdings Inc.'s plan?

TILT Holdings Inc.'s plan reported $1.9M in assets and 287 participants for 2024.

Original filing (PDF)20250929170641NAL0012460064001

TILT Holdings Inc.

Name: TILT Holdings Inc. — TILT Holdings Inc. 401(k) Plan, Form 5500 (2024)
Creator: TILT Holdings Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

TILT Holdings Inc. 401(k) Plan

401(k) retirement plan · TILT Holdings Inc.'s TILT Holdings Inc. 401(k) Plan held $1.9M in plan assets for 287 participants in 2024, with Leading Retirement Solutions as recordkeeper.

Signals · 4

Possibly inadequate fidelity bond32% in single holdingCorrective distributions issued~88 bps in Sched C fees

Active participants

287

Accounts w/ balance

460

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Bradley a HOCH signed TILT Holdings Inc.'s 2024 Form 5500 as plan administrator.

Bradley a HOCH — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

TILT Holdings Inc.'s EIN is 83-2097293.

EIN 83-2097293

Plan number 001

Plan year 2024

ACK ID 20250929170641NAL0012460064001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TILT Holdings Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TILT Holdings Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TILT HOLDINGS INC..

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How this plan invests

This plan

18 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (13th percentile).
Bottom-decile employer contributions per participant (5th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

TILT HOLDINGS INC.

EIN

all filings

Address

7655 E REDFIELD RD · SUITE 110 · SCOTTSDALE, AZ · 85260

Phone

(623) 887-4990

Industry

Wholesale Trade

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

2025-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

METZ CPA PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEADING RETIREMENT SOLUTIONS	45-1200308	SEATTLE, WA	RECORDKEEPER	$17K	—

Investments

18 direct securities· $1.9M(100% of reported assets)

Other securities

$1.9M

15 holdings

Common Collective Trusts

$24K

1 holding

Bonds / Notes

$24K

1 holding

Cash / Money Market

$6K

1 holding

					% of plan
Flexpath Index Moderate 2045 Fund Class R1 Mutual Fund	Other securities	—	—	$610K	31.7%
Flexpath Index Moderate 2055 Fund Class R1 Mutual Fund	Other securities	—	—	$466K	24.2%
Flexpath Index Moderate 2035 Fund Class R1 Mutual Fund	Other securities	—	—	$184K	9.6%
Flexpath Index Moderate Retirement Fund Class R1 Mutual Fund	Other securities	—	—	$165K	8.6%
Flexpath Index Aggressive 2055 Fund Class R1 Mutual Fund	Other securities	—	—	$84K	4.4%
Large Cap Value Fund Cl I1 Mutual Fund	Other securities	—	—	$76K	3.9%
Flexpath Index Moderate 2065 Fund Mutual Fund	Other securities	—	—	$75K	3.9%
Flexpath Index Aggressive 2035 Fund Class R1 Mutual Fund	Other securities	—	—	$59K	3.1%
Mid Cap Growth Fund Cl I1 Mutual Fund	Other securities	—	—	$31K	1.6%
Small Cap Growth Fund II Fee Class I1 Mutual Fund	Other securities	—	—	$28K	1.4%
Emerging Markets Fund Class I1 Mutual Fund	Other securities	—	—	$24K	1.2%
BlackRock Equity Index Fund Cl1 Mutual Fund	Common Collective Trusts	—	—	$24K	1.2%
Participant Loans Interest rates from 8.50% to 9.50%	Bonds / Notes	—	—	$24K	1.2%
Flexpath Index Aggressive 2065 Fund Mutual Fund	Other securities	—	—	$23K	1.2%
Large Capital Growth Fund III Mutual Fund	Other securities	—	—	$21K	1.1%
Flexpath Index Aggressive 2045 Fund Class R1 Mutual Fund	Other securities	—	—	$17K	0.9%
Cash - Noninterest Bearing	Cash / Money Market	—	—	$6K	0.3%
Flexpath Index Conservative 2045 Class R1 Mutual Fund	Other securities	—	—	$4K	0.2%