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Original filing (PDF)20251014055004NAL0002175777001
LITMOS US, L.P.
Form 5500
FILING_RECEIVED
LITMOS US, L.P., 401K PLAN
401(k) retirement plan
Active participants
125
Accounts w/ balance
152
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LITMOS US, L.P..
Plan sponsor
Name
LITMOS US, L.P.
EIN
88-2785820
Address
548 MARKET ST · UNIT # 34398 · SAN FRANCISCO, CA · 941045401
Phone
(845) 596-4534
Industry
Information / Tech / Mediasee 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
2025-10-14
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)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
Investments
29 direct securities · 1 pooled fund· $8.0M(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.
Registered Investment Companies
$7.9M
29 holdings
Common Collective Trust
$88K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $1.4M | 17.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.2M | 15.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $997K | 12.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $964K | 12.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $667K | 8.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $588K | 7.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $572K | 7.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $359K | 4.5% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $302K | 3.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $158K | 2.0% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $105K | 1.3% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $88K | 1.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $67K | 0.8% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $62K | 0.8% | |
| VAN TARG RETIRE 2070 61 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $60K | 0.7% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $60K | 0.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $58K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $54K | 0.7% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $52K | 0.6% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $44K | 0.5% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $24K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $21K | 0.3% | |
| NEUBERGER BERMAN GENESIS - R6 | Registered Investment Companies | — | — | $15K | 0.2% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $11K | 0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $11K | 0.1% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $9K | 0.1% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $9K | 0.1% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $5K | <0.1% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $3K | <0.1% |
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