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Original filing (PDF)20250815114748NAL0005864339001
TEBRA TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
TEBRA 401(K) PLAN
401(k) retirement plan
Active participants
496
Accounts w/ balance
772
Plan assets (EOY)
$32.7M
Net assets (EOY)
$32.7M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEBRA TECHNOLOGIES, INC..
Plan sponsor
Name
TEBRA TECHNOLOGIES, INC.
EIN
20-0739220
Address
1111 BAYSIDE DR. STE 270 · CORONA DEL MAR, CA · 92625
Phone
(949) 247-5660
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $59K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $25K | — |
Investments
24 direct securities · 1 pooled fund· $32.7M(100% 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.
Uncategorized
$32.5M
24 holdings
Common Collective Trust
$234K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 | — | — | — | $5.7M | 17.3% | |
| Vanguard Target Retirement 2050 | — | — | — | $5.3M | 16.2% | |
| Vanguard Target Retirement 2045 | — | — | — | $3.7M | 11.4% | |
| Fidelity 500 Index Fund | — | — | — | $3.6M | 11.1% | |
| Vanguard Target Retirement 2040 | — | — | — | $3.2M | 9.8% | |
| Vanguard Target Retirement 2060 | — | — | — | $2.8M | 8.5% | |
| Vanguard Target Retirement 2035 | — | — | — | $1.8M | 5.5% | |
| Vanguard U.S. Growth Fund ADM | — | — | — | $1.4M | 4.4% | |
| Vanguard Target Retirement 2030 | — | — | — | $1.2M | 3.6% | |
| Vanguard Equity-Income Fund ADM | — | — | — | $782K | 2.4% | |
| Vanguard Explorer Fund ADM | — | — | — | $517K | 1.6% | |
| Vanguard Total Int'l Stock Market Indx Fund ADM | — | — | — | $397K | 1.2% | |
| Vanguard Target Retirement 2025 | — | — | — | $380K | 1.2% | |
| Dimensional Fund Advisors DFA US Targeted Value Portfolio | — | — | — | $344K | 1.0% | |
| and Maturities Ranging from January 2025 through January 2032 | — | — | — | $289K | 0.9% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $234K | 0.7% | |
| Vanguard Target Retirement 2020 | — | — | — | $222K | 0.7% | |
| Vanguard Target Retirement 2065 | — | — | — | $218K | 0.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $196K | 0.6% | |
| American Funds American Funds EuroPacific Growth Fund Cl R6 | — | — | — | $155K | 0.5% | |
| Vanguard Total Bond Market Index Fund ADM | — | — | — | $74K | 0.2% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $72K | 0.2% | |
| Fidelity Small Cap Index Fund | — | — | — | $66K | 0.2% | |
| Vanguard Target Retirement Income | — | — | — | $20K | <0.1% | |
| Vanguard Real Estate Index Fund ADM | — | — | — | $19K | <0.1% |
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