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Original filing (PDF)20250827161934NAL0005110355001
THEMIS TECH INC.
Form 5500
FILING_RECEIVED
THEMIS TECH 401(K) PLAN
401(k) retirement plan
Signals · 1
45% in single holding
Active participants
173
Accounts w/ balance
242
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Total Stock Market Index Admiral" is 45% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THEMIS TECH INC..
Plan sponsor
Name
THEMIS TECH INC.
EIN
84-2331600
Address
12555 HIGH BLUFF DRIVE · SAN DIEGO, CA · 92130
Phone
(858) 925-1781
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
2025-08-27
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)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $17K | — |
Investments
20 direct securities· $3.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral | — | — | — | $1.7M | 44.2% | |
| Vanguard Total International Stock Index Admiral | — | — | — | $979K | 25.6% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $351K | 9.2% | |
| Vanguard Real Estate Index Admiral | — | — | — | $287K | 7.5% | |
| Vanguard Total International Bond Index Admiral | — | — | — | $159K | 4.2% | |
| Vanguard Growth Index Admiral | — | — | — | $58K | 1.5% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $55K | 1.4% | |
| Vanguard 500 Index Admiral | — | — | — | $50K | 1.3% | |
| Vanguard Short-Term Inflation-Protected Securities Index Admiral | — | — | — | $24K | 0.6% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $22K | 0.6% | |
| Vanguard Small Cap Index Admiral | — | — | — | $20K | 0.5% | |
| Vanguard FTSE Social Index Fund Admiral Shares | — | — | — | $13K | 0.4% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $12K | 0.3% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $12K | 0.3% | |
| Vanguard Value Index Admiral | — | — | — | $6K | 0.2% | |
| Vanguard Emerging Markets Stock Index Admiral | — | — | — | $5K | 0.1% | |
| Vanguard Interm-Term Bond Index Adm ** 59 Vanguard Mid-Cap Growth Index Admiral | — | — | — | $5K | 0.1% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $3K | <0.1% | |
| Banc of California Banc Master Deposit Account A ** 6 Vanguard Federal Money Market Investor | — | — | — | $1K | <0.1% | |
| Dimensional Fund Advisors DFA Emerging Markets Value I ** 117 Dimensional Fund Advisors DFA International Core Equity I ** 118 Dimensional Fund Advisors DFA International Value I ** 119 Nuveen Core Impact Bond Fund | — | — | — | $1K | <0.1% |