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Original filing (PDF)20251010220046NAL0013827840007
TROPIC
Form 5500
FILING_RECEIVED
TROPIC 401(K) PLAN
401(k) retirement plan
Signals · 1
46% in single holding
Active participants
151
Accounts w/ balance
259
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class" is 46% of plan.
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TROPIC.
Plan sponsor
Name
TROPIC
EIN
84-2466046
Address
28 W 25TH ST · FLOOR 11 · NEW YORK, NY · 10010
Phone
(703) 927-5013
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
STOCKMAN KAST RYAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $9K | — |
Investments
28 direct securities· $8.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class | — | — | — | $3.8M | 46.2% | |
| Vanguard Funds Developed Markets Index Adm | — | — | — | $1.4M | 17.6% | |
| Vanguard Group Bond Index Admiral Class | — | — | — | $842K | 10.3% | |
| Vanguard Emerging Markets Stk Adm Cl | — | — | — | $755K | 9.3% | |
| Vanguard Specialized Div Reit Index Fund Adm Shs | — | — | — | $376K | 4.6% | |
| Vanguard Funds Total International Bond Index | — | — | — | $273K | 3.4% | |
| Vanguard Group Index 500 Admiral | — | — | — | $251K | 3.1% | |
| Non-interest bearing cash | — | — | — | $76K | 0.9% | |
| Vanguard Group Sm Cap Index Admiral | — | — | — | $57K | 0.7% | |
| Vanguard Group Growth Index Adm | — | — | — | $42K | 0.5% | |
| Vanguard Information Techology Index Adm | — | — | — | $39K | 0.5% | |
| Vanguard Group Extended Market Index | — | — | — | $39K | 0.5% | |
| Vanguard Specialized Div Dividend Apprec Index Adm | — | — | — | $35K | 0.4% | |
| Notes receivable from participants | — | — | — | $33K | 0.4% | |
| Vanguard Group Mid Cap Index Admiral | — | — | — | $29K | 0.4% | |
| Vanguard Group Total Instl Stock Index Adm | — | — | — | $27K | 0.3% | |
| Vanguard Group Value Index Adm | — | — | — | $18K | 0.2% | |
| Vanguard Group Small Cap Value Index Admiral | — | — | — | $12K | 0.1% | |
| Vanguard Group Reserve Fed Mm Fd | — | — | — | $9K | 0.1% | |
| Vanguard Health Care Index Adm | — | — | — | $4K | <0.1% | |
| Vanguard Energy Index Admiral | — | — | — | $4K | <0.1% | |
| Vanguard Financials Index Adm | — | — | — | $3K | <0.1% | |
| Vanguard Short-Term Inflation Protected Securities | — | — | — | $2K | <0.1% | |
| Vanguard Telecom Services Index Admiral | — | — | — | $1K | <0.1% | |
| Vanguard Utilities Index Admiral | — | — | — | $889 | <0.1% | |
| Vanguard Group Small Cap Growth Index Admiral | — | — | — | $253 | <0.1% | |
| Vanguard Pacific Stock Index Fund Adml | — | — | — | $39 | <0.1% | |
| Vanguard Group Mid Cap Growth Index Admiral | — | — | — | $19 | <0.1% |
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