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Original filing (PDF)20251015155039NAL0002582259001
LATITUDE AI LLC
Form 5500
FILING_RECEIVED
LATITUDE AI LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
555
Accounts w/ balance
1,235
Plan assets (EOY)
$113.7M
Net assets (EOY)
$113.7M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LATITUDE AI LLC.
Plan sponsor
Name
LATITUDE AI LLC
EIN
92-1130676
Address
2545 RAILROAD STREET · SUITE 400 · PITTSBURGH, PA · 15222
Phone
(412) 709-6992
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
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $90K | — |
| CREATIVE PLANNING INC. | 43-1270780 | — | NONE | $75K | — |
Investments
39 direct securities· $113.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $19.1M | 16.8% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $16.4M | 14.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $14.2M | 12.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $9.8M | 8.6% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $8.7M | 7.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $6.4M | 5.7% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $5.7M | 5.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $3.6M | 3.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $3.4M | 3.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $3.1M | 2.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $2.5M | 2.2% | |
| Alger Spectra Z Alger 0 | — | — | — | $2.4M | 2.1% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $2.3M | 2.0% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $2.2M | 1.9% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.5M | 1.3% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $1.3M | 1.1% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $1.2M | 1.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $1.0M | 0.9% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $982K | 0.9% | |
| MFS Mid Cap Growth R6 MFS 0 | — | — | — | $934K | 0.8% | |
| Columbia Contrarian Core I3 Columbia 0 | — | — | — | $932K | 0.8% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $858K | 0.8% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $801K | 0.7% | |
| Vanguard Strategic Small-Cap Equity Inv Vanguard 0 | — | — | — | $749K | 0.7% | |
| Columbia Balanced I3 Columbia 0 | — | — | — | $574K | 0.5% | |
| Fidelity Advisor Global Comm Stock I Fidelity 0 | — | — | — | $483K | 0.4% | |
| American Century Real Estate R6 American Century 0 | — | — | — | $379K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $275K | 0.2% | |
| American Century Emerging Markets R6 American Century 0 | — | — | — | $256K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $244K | 0.2% | |
| Macquarie Small Cap Value R6 Macquarie 0 | — | — | — | $227K | 0.2% | |
| American Funds Intl Gr & Inc R6 American Funds 0 | — | — | — | $225K | 0.2% | |
| Alger Small Cap Focus I Alger 0 | — | — | — | $206K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $176K | 0.2% | |
| Voya Intermediate Bond R6 Voya 0 | — | — | — | $170K | 0.1% | |
| Columbia Global Value I2 Columbia 0 | — | — | — | $136K | 0.1% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $135K | 0.1% | |
| Lord Abbett High Yield R6 Lord Abbett 0 | — | — | — | $131K | 0.1% | |
| Lord Abbett Emerg Mrkts Corp Debt R6 Lord Abbett 0 | — | — | — | $71K | <0.1% |
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