Original filing (PDF)20251015172921NAL0005525473001

New TSI Holdings, Inc.

Name: New TSI Holdings, Inc. — New TSI Holdings, Inc., Form 5500 (2024)
Creator: New TSI Holdings, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

New TSI Holdings, Inc. 401(k) Plan

401(k) retirement plan · New TSI Holdings, Inc.'s New TSI Holdings, Inc. 401(k) Plan held $20.4M in plan assets for 807 participants in 2024, with Principal as recordkeeper.

Active participants

807

Accounts w/ balance

306

Plan assets (EOY)

$20.4M

Net assets (EOY)

$20.4M

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

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (16th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

NEW TSI HOLDINGS, INC.

EIN

85-3482599all filings

Address

100 DUFFY AVE · STE 510 · HICKVILLE, NY · 118013636

Phone

(914) 347-4009

Industry

Arts, Entertainment, Recreation

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)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$119K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE INVESTMENT RESEARCH ADVIS	20-1665305	—	INVESTMENT ADVISORY	$0	—

Investments

31 direct securities· $20.3M(100% of reported assets)

Mutual Funds

$17.8M

25 holdings

Common Collective Trusts

$1.3M

1 holding

Common Stocks

$714K

2 holdings

Other securities

$479K

3 holdings

					% of plan
Vanguard Group Vanguard Target Retirement 2025 Inv Fund	Mutual Funds	—	—	$3.6M	17.6%
Vanguard Group Vanguard Target Retirement 2030 Inv Fund	Mutual Funds	—	—	$2.6M	12.6%
Vanguard Group Vanguard Target Retirement 2040 Inv Fund	Mutual Funds	—	—	$2.5M	12.0%
Vanguard Group Vanguard Target Retirement 2045 Inv Fund	Mutual Funds	—	—	$2.1M	10.2%
American Funds Service Company American Funds Income Fd of America R6 Fund	Mutual Funds	—	—	$2.1M	10.0%
Vanguard Group Vanguard Target Retirement 2035 Inv Fund	Mutual Funds	—	—	$1.6M	7.9%
Vanguard Group Vanguard 500 Index Admiral Fund	Common Collective Trusts	—	—	$1.3M	6.6%
Vanguard Group Vanguard Target Retirement 2050 Inv Fund	Mutual Funds	—	—	$663K	3.2%
Vanguard Group Vanguard Target Retirement 2020 Inv Fund	Mutual Funds	—	—	$568K	2.8%
Principal Life Insurance Company Insurance Company General Account – Fixed Income Guaranteed Option (contract value)	Common Stocks	—	—	$534K	2.6%
Legg Mason Clearbridge Large Cap Growth I Fund	Other securities	—	—	$420K	2.1%
Vanguard Group Vanguard Small Cap Index Admiral Fund	Mutual Funds	—	—	$397K	1.9%
Vanguard Group Vanguard Target Retirement 2055 Inv Fund	Mutual Funds	—	—	$386K	1.9%
Vanguard Group Vanguard Target Retirement Inc Inv Fund	Mutual Funds	—	—	$257K	1.3%
MFS Investment Management MFS Value R6 Fund	Mutual Funds	—	—	$218K	1.1%
Fidelity Investments Fidelity Advisor Stock Selector Mid Cap I Fund	Mutual Funds	—	—	$211K	1.0%
MFS Investment Management MFS Mass Investors Trust R6 Fund	Mutual Funds	—	—	$191K	0.9%
Principal Funds Inc Principal MidCap Value I R6 Fund	Common Stocks	—	—	$180K	0.9%
Vanguard Group Vanguard Total International Stock Index Admiral Fund	Mutual Funds	—	—	$142K	0.7%
Vanguard Group Vanguard Mid Cap Index Admiral Fund	Mutual Funds	—	—	$118K	0.6%
Fidelity Investments Fidelity Advisor Strategic Income Z Fund	Mutual Funds	—	—	$76K	0.4%
Lord Abbett Lord Abbett High Yield R6 Fund	Mutual Funds	—	—	$63K	0.3%
Vanguard Group Vanguard Total Bond Market Index Admiral Fund	Mutual Funds	—	—	$49K	0.2%
Franklin Templeton Investments Franklin Income R6 Fund	Mutual Funds	—	—	$42K	0.2%
American Funds Service Company American Funds Small Cap World R6 Fund	Mutual Funds	—	—	$35K	0.2%
Calvert Funds Calvert US Large Cap RSP Index R6 Fund	Other securities	—	—	$30K	0.1%
Deutsche DWS RREEF RE Securities R6 Fund	Other securities	—	—	$29K	0.1%
MFS Investment Management MFS International Diversification R6 Fund	Mutual Funds	—	—	$5K	<0.1%
Vanguard Group Vanguard Target Retirement 2060 Inv Fund	Mutual Funds	—	—	$3K	<0.1%
MFS Investment Management MFS Total Return R6 Fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Group Vanguard Target Retirement 2065 Inv Fund 199 Vanguard Group Vanguard Target Retirement 2070 Inv Fund	Mutual Funds	—	—	$1K	<0.1%