Retirement plan

TANIUM INC. 401(K) PLAN

Name: TANIUM INC. - TANIUM INC. 401(K) PLAN (2024) Form 5500
Creator: TANIUM INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TANIUM INC. 401(K) PLAN, TANIUM INC.

TANIUM INC.EIN 26-0340021Plan #001PY 2024

2100 POWELL STREET, SUITE 1600 - EMERYVILLE, CA 94608510-704-0202tanium.comLinkedIn1001-5000 employeescomputer & network security

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$229.1M

+26.8% from 2023

Total participants

2,088

+8.8% from 2023

Average account balance

$122,837

+21.3% from 2023

Annual return

20.36%

-3.51 pp from 2023

Benchmarks

See 949 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort949 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$229.09M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$123K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,865

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

85.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30.76M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.36%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$35

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL9 years Service code 37 · EIN 04-2647786	Loan Processing	$65,471

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$65K

$43 / participant

Recordkeeping$65K100.0%

% of EOY assets

0.029%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ARMANINO LLP
Auditor EIN: 332514127
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$122,837

$122,128+0.6%

$147,080-16.5%

$199,960-38.6%

Participation rate

85.4%

78.2%+7.2pp

82.2%+3.2pp

72.0%+13.4pp

Annual return

20.36%

30.58%-10.2pp

420.17%-399.8pp

34.28%-13.9pp

Employer contribution / active EE

$2,724

$4,093-33.4%

$4,933-44.8%

$3,036-10.3%

Participant deferral / active EE

$17,432

$8,484+105.5%

$8,066+116.1%

$5,087+242.7%

Admin fee / account holder

$35

$180-80.4%

$12,989-99.7%

$269-87.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL9 years

Service code 37 · EIN 04-2647786

Loan Processing

$65,471

TANIUM INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TANIUM INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion