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Original filing (PDF)20251023060840NAL0005718002001
TITUS-WILL
Form 5500
FILING_RECEIVED
TITUS-WILL RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
512
Accounts w/ balance
1,098
Plan assets (EOY)
$37.1M
Net assets (EOY)
$37.1M
How this plan invests
This plan
43 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 TITUS-WILL.
Plan sponsor
Name
TITUS-WILL
EIN
91-0441515
Address
3606 SOUTH SPRAGUE AVENUE · TACOMA, WA · 984097444
Phone
(253) 475-4151
Industry
Retail Tradesee 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
2025-10-23
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GEFFEN MESHER & COMPANY P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | — | CHICAGO, IL | TPA | $2K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC PORTFOLIO | 20-3431077 | — | SERVICE PROVIDER | $42K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $20K | — |
| GEFFEN MESHER COMPANY, P.C. | 93-1042710 | — | SERVICE PROVIDER | $20K | — |
Investments
31 direct securities· $37.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fd Adm | — | — | — | $5.7M | 15.4% | |
| T. Rowe Price VY TrwPr Grw Eqty Pt I | — | — | — | $3.5M | 9.5% | |
| T. Rowe Price Retirement 2035 Fund I | — | — | — | $3.3M | 8.9% | |
| Vanguard Mid-Cap Index Fund Adm | — | — | — | $2.9M | 7.9% | |
| TRwPr Retirement 2045 Fund I Registered Investment Company | — | — | — | $2.7M | 7.1% | |
| T. Rowe Price Retirement 2025 Fund I | — | — | — | $2.2M | 6.1% | |
| T. Rowe Price Retirement 2060 Fund I | — | — | — | $1.7M | 4.6% | |
| Vanguard Small-Cap Index Fnd Adm | — | — | — | $1.6M | 4.4% | |
| Vanguard Dev Mkts Index Fd Adm | — | — | — | $1.6M | 4.2% | |
| Voya Retirement Insurance and Annuity Company Fixed Account (4450) | — | — | — | $1.5M | 4.0% | |
| Dodge & Cox Income Fund X | — | — | — | $1.4M | 3.8% | |
| WCM Focused Intl Grw Fd Ins | — | — | — | $1.3M | 3.4% | |
| T. Rowe Price Retirement 2040 Fund I | — | — | — | $1.3M | 3.4% | |
| T. Rowe Price Retirement 2055 Fund I | — | — | — | $1.2M | 3.3% | |
| TRwPr Retirement 2050 Fund I Registered Investment Company | — | — | — | $913K | 2.5% | |
| American Funds AM Balanced R3 | — | — | — | $879K | 2.4% | |
| Vanguard Tot Bd Mkt Ind Fd Adm | — | — | — | $615K | 1.7% | |
| TRwPr Retirement 2030 Fund I Registered Investment Company | — | — | — | $531K | 1.4% | |
| T. Rowe Price Retirement Balance I | — | — | — | $481K | 1.3% | |
| T. Rowe Price Retirement 2065 Fund I | — | — | — | $428K | 1.2% | |
| TRwPr Retirement 2020 Fund I Registered Investment Company | — | — | — | $323K | 0.9% | |
| Loomis Sayles Bond Fund Ins | — | — | — | $291K | 0.8% | |
| Vanguard Real Estate Indx Adm | — | — | — | $221K | 0.6% | |
| Dodge & Cox Stock Fund X | — | — | — | $154K | 0.4% | |
| DFA US Targeted Vl Port Ins | — | — | — | $137K | 0.4% | |
| Emerald Growth Fund Inst | — | — | — | $92K | 0.2% | |
| Voya Retirement Insurance and Annuity Company GV Mny Mkt F A (Hld Acct) | — | — | — | $84K | 0.2% | |
| PIMCO CmdtyRIRtn Strat Fnd Ins | — | — | — | $68K | 0.2% | |
| Transamerica Intl Eqty Fd I | — | — | — | $53K | 0.1% | |
| T. Rowe Price Retirement 2010 Fund I | — | — | — | $6K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund I | — | — | — | $5K | <0.1% |
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