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Original filing (PDF)20251015162230NAL0002623315001
TAVANT TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
TAVANT TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
297
Accounts w/ balance
319
Plan assets (EOY)
$27.7M
Net assets (EOY)
$27.7M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAVANT TECHNOLOGIES, INC..
Plan sponsor
Name
TAVANT TECHNOLOGIES, INC.
EIN
91-2027172
Address
3945 FREEDOM CIRCLE · SUITE 600 · SANTA CLARA, CA · 95054
Phone
(408) 519-5400
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
2025-10-15
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)
Auditor
CHUGH CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPA FINANCIAL, LLC | 83-1143379 | — | INVESTMENT/FINANCIAL ADVI | $11K | — |
Investments
28 direct securities · 1 pooled fund· $27.2M(98% 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
$26.1M
28 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY ULTRA - R6 | Registered Investment Companies | — | — | $4.0M | 14.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.6M | 13.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.6M | 9.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.3M | 8.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.2M | 8.0% | |
| JAN HEND GLOBAL TECH INNOV N | Registered Investment Companies | — | — | $1.7M | 6.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.5M | 5.3% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $1.1M | 4.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $806K | 2.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $795K | 2.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $734K | 2.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $694K | 2.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $602K | 2.2% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $583K | 2.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $499K | 1.8% | |
| DFA US SMALL CAP VAL PORT INST | Registered Investment Companies | — | — | $495K | 1.8% | |
| EV ATLANTA CAPITAL SMID CAP R6 | Registered Investment Companies | — | — | $394K | 1.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $357K | 1.3% | |
| ALLSPRING SMALL CO GROWTH R6 | Registered Investment Companies | — | — | $331K | 1.2% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $328K | 1.2% | |
| PIMCO STOCKSPLUS INTL I | Registered Investment Companies | — | — | $273K | 1.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $240K | 0.9% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $229K | 0.8% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $220K | 0.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $181K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $105K | 0.4% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $101K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $89K | 0.3% | |
| NUVEEN INT EQ INDEX R6 | Registered Investment Companies | — | — | $63K | 0.2% |
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