Original filing (PDF)20251001122845NAL0005922003001

TITMOUSE INC

Name: TITMOUSE INC — TITMOUSE INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: TITMOUSE INC

Form 5500

FILING_RECEIVED

TITMOUSE INC. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

293

Accounts w/ balance

192

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

Knocking points off

41 bps in Schedule C fees — modestly above peer band of 29 bps.
66% balance-to-active ratio — below typical for a healthy 401(k).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TITMOUSE INC.

Plan sponsor

Name

TITMOUSE INC

EIN

95-4796640

Address

6616 LEXINGTON AVE · LOS ANGELES, CA · 900381306

Phone

(323) 466-7800

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(800) 872-3473

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

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

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUNITY INSURANCE COMPANY	84-1455663	GREENWOOD VILLAGE, CO	RECORDKEEPER	$15K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	—	SAN RAFAEL, CA	INVESTMENT ADVISOR	$33K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENTEGRA SERVICES, INC.	13-3745616	WHITE PLAINS, NY	CONTRACT ADMIN	$3K	—

Investments

42 direct securities · 1 pooled fund· $12.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized

$12.4M

42 holdings

Common Collective Trust

$33K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 Mutual Fund	—	—	—	$1.9M	15.4%
AMERICAN FUNDS 2060 TARGET DATE RET R6 Mutual Fund -	—	—	—	$1.9M	15.2%
AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Mutual Fund -	—	—	—	$1.6M	13.2%
AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Mutual Fund -	—	—	—	$1.5M	12.4%
AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Mutual Fund -	—	—	—	$1.2M	9.6%
VANGUARD 500 INDEX ADMIRAL Mutual Fund -	—	—	—	$747K	6.0%
AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 Mutual Fund -	—	—	—	$613K	4.9%
VANGUARD TARGET RETIREMENT 2045 INV Mutual Fund -	—	—	—	$326K	2.6%
VANGUARD TARGET RETIREMENT 2060 INV Mutual Fund -	—	—	—	$267K	2.1%
VANGUARD TARGET RETIREMENT 2055 INV Mutual Fund -	—	—	—	$231K	1.8%
VANGUARD TOTAL STOCK MKT IDX ADM Mutual Fund -	—	—	—	$210K	1.7%
VANGUARD GROWTH INDEX ADM Mutual Fund -	—	—	—	$209K	1.7%
VANGUARD TARGET RETIREMENT 2050 INV Mutual Fund -	—	—	—	$199K	1.6%
VANGUARD BALANCED INDEX ADM Mutual Fund -	—	—	—	$145K	1.2%
VANGUARD TARGET RETIREMENT 2040 INV Mutual Fund -	—	—	—	$129K	1.0%
VANGUARD VALUE INDEX ADM Mutual Fund -	—	—	—	$122K	1.0%
BLACKROCK TECH OPPORTUNITIES INSTL Mutual Fund -	—	—	—	$112K	0.9%
AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Mutual Fund -	—	—	—	$103K	0.8%
NOTES RECEIVABLE FROM PARTICIPANTS Interest at 4.25% to 9.50% -	—	—	—	$103K	0.8%
VICTORY NASDAQ-100 INDEX Mutual Fund -	—	—	—	$90K	0.7%
VANGUARD TOTAL BOND MARKET INDEX ADM Mutual Fund -	—	—	—	$74K	0.6%
VANGUARD TOTAL INTL STOCK INDEX ADM Mutual Fund -	—	—	—	$68K	0.5%
VANGUARD EMERGING MKTS STOCK IDX ADM Mutual Fund -	—	—	—	$59K	0.5%
VANGUARD SMALL CAP INDEX ADM Mutual Fund -	—	—	—	$57K	0.5%
VANGUARD MID CAP INDEX FUND - ADMIRAL Mutual Fund -	—	—	—	$49K	0.4%
DFA GLOBAL EQUITY I Mutual Fund -	—	—	—	$49K	0.4%
VANGUARD INTERNATIONAL GROWTH ADM Mutual Fund -	—	—	—	$36K	0.3%
AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Mutual Fund -	—	—	—	$34K	0.3%
RELIANCE METLIFE SERIES 25053 CL 0 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013	Common Collective Trust	—	—	$33K	0.3%
BLACKROCK TOTAL RETURN INSTL Mutual Fund -	—	—	—	$28K	0.2%
VANGUARD FTSE SOCIAL INDEX ADMIRAL Mutual Fund -	—	—	—	$24K	0.2%
AMERICAN FUNDS AMERICAN BALANCED R6 Mutual Fund -	—	—	—	$24K	0.2%
DFA INFLATION-PROTECTED SECURITIES I Mutual Fund -	—	—	—	$22K	0.2%
GUGGENHEIM TOTAL RETURN BOND INSTL Mutual Fund -	—	—	—	$21K	0.2%
party maturity value ** Current value NUVEEN SMALL CAP BLEND INDEX R6 Mutual Fund - $	—	—	—	$20K	0.2%
FEDERATED HERMES INSTL HIGH YIELD BD IS Mutual Fund -	—	—	—	$17K	0.1%
AMERICAN FUNDS CAPITAL WORLD BOND R5 Mutual Fund -	—	—	—	$7K	<0.1%
VANGUARD TARGET RETIREMENT 2035 INV Mutual Fund -	—	—	—	$7K	<0.1%
GOLDMAN SACHS CORE FXD-INC INSTl Mutual Fund -	—	—	—	$6K	<0.1%
VANGUARD TARGET RETIREMENT INCOME INV Mutual Fund -	—	—	—	$5K	<0.1%
VANGUARD REAL ESTATE INDEX ADMIRAL Mutual Fund -	—	—	—	$3K	<0.1%
VANGUARD TARGET RETIREMENT 2020 INV Mutual Fund -	—	—	—	$2K	<0.1%
VANGUARD TARGET RETIREMENT 2025 INV Mutual Fund -	—	—	—	$1K	<0.1%