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Original filing (PDF)20250926080351NAL0003889155001
TRIBUTE TECHNOLOGY US LLC
Form 5500
FILING_RECEIVED
TRIBUTE TECHNOLOGY US LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
167
Accounts w/ balance
177
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
1 pooled trust
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIBUTE TECHNOLOGY US LLC.
Plan sponsor
Name
TRIBUTE TECHNOLOGY US LLC
EIN
87-2353743
Address
315 RAEMISCH ROAD · SUITE G · WAUNAKEE, WI · 53597
Phone
(608) 467-1497
Industry
Custom Computer Programming· 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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
AAFCPAS, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | 20-1665305 | FAIRFIELD, IN | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTARTOR | $37K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AEGIS RETIREMENT PARTNERS, LLC | 81-5017344 | — | OTHER SERVICES | $0 | — |
Investments
32 direct securities · 1 pooled fund· $6.7M(99% 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.
Uncategorized
$6.6M
32 holdings
Common Collective Trust
$47K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-in- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value Nuveen Lifecycle Index 2050 R6 Mutual Fund | — | — | — | $1.2M | 17.6% | |
| Nuveen Lifecycle Index 2040 R6 Mutual Fund | — | — | — | $1.2M | 17.4% | |
| Nuveen Lifecycle Index 2045 R6 Mutual Fund | — | — | — | $1.1M | 15.7% | |
| Nuveen Lifecycle Index 2055 R6 Mutual Fund | — | — | — | $577K | 8.6% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $515K | 7.7% | |
| Nuveen Lifecycle Index 2035 R6 Mutual Fund | — | — | — | $419K | 6.2% | |
| JP Morgan Large Cap Growth R6 Fund Mutual Fund | — | — | — | $269K | 4.0% | |
| Nuveen Lifecycle Index 2060 R6 Mutual Fund | — | — | — | $259K | 3.9% | |
| Nuveen Lifecycle Index 2030 R6 Mutual Fund | — | — | — | $193K | 2.9% | |
| Nuveen Lifecycle Index 2025 R6 Mutual Fund | — | — | — | $157K | 2.3% | |
| Nuveen Lifecycle Index 2020 R6 Mutual Fund | — | — | — | $111K | 1.7% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $69K | 1.0% | |
| MFS Internatinal Equity R6 Fund Mutual Fund | — | — | — | $66K | 1.0% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | — | — | — | $53K | 0.8% | |
| through November 2029 - | — | — | — | $52K | 0.8% | |
| American Funds New World R6 Mutual Fund | — | — | — | $48K | 0.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORSTRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $47K | 0.7% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $44K | 0.7% | |
| PGIM High Yield R6 Fund Mutual Fund | — | — | — | $41K | 0.6% | |
| American Century LgC Eq R6 Fund Mutual Fund | — | — | — | $41K | 0.6% | |
| Macquarie Mid Cap Growth R6 Fund Mutual Fund | — | — | — | $39K | 0.6% | |
| Nuveen Lifecycle Index 2065 R6 Mutual Fund | — | — | — | $34K | 0.5% | |
| Fidelity Small Cap Growth K6 Fund Mutual Fund | — | — | — | $32K | 0.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $31K | 0.5% | |
| Nuveen Lifecycle Index 2010 R6 Mutual Fund | — | — | — | $31K | 0.5% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $29K | 0.4% | |
| PIMCO RAE US Small Institutional Fund Mutual Fund | — | — | — | $25K | 0.4% | |
| Putnam Large Cap Value R6 Fund Mutual Fund | — | — | — | $22K | 0.3% | |
| Calvert International Response Index R6 Fund Mutual Fund | — | — | — | $21K | 0.3% | |
| Nuveen Lifecycle Index Retirement Income R Mutual Fund | — | — | — | $15K | 0.2% | |
| Nuveen Lifecycle Index 2015 R6 Mutual Fund | — | — | — | $9K | 0.1% | |
| Cohen & Steers Real Estate Security Z Fund Mutual Fund | — | — | — | $7K | 0.1% | |
| BlackRock Inflation Protected Bond K Mutual Fund | — | — | — | $4K | <0.1% |
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