Francisca Montesdeoca signed Tebra Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tebra Technologies, Inc.'s EIN is 20-0739220.
Download the official 2024 Form 5500 (PDF) for Tebra Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tebra Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $25K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $5.7M | 17.3% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $5.3M | 16.2% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $3.7M | 11.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.6M | 11.1% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $3.2M | 9.8% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $2.8M | 8.5% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $1.8M | 5.5% | |
| Vanguard U.S. Growth Fund ADM | Mutual Funds | — | — | $1.4M | 4.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.2M | 3.6% | |
| Vanguard Equity-Income Fund ADM | Mutual Funds | — | — | $782K | 2.4% | |
| Vanguard Explorer Fund ADM | Mutual Funds | — | — | $517K | 1.6% | |
| Vanguard Total Int'l Stock Market Indx Fund ADM | Mutual Funds | — | — | $397K | 1.2% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $380K | 1.2% | |
| Dimensional Fund Advisors DFA US Targeted Value Portfolio | Mutual Funds | — | — | $344K | 1.0% | |
| and Maturities Ranging from January 2025 through January 2032 | Other securities | — | — | $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 | Mutual Funds | — | — | $222K | 0.7% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $218K | 0.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $196K | 0.6% | |
| American Funds American Funds EuroPacific Growth Fund Cl R6 | Mutual Funds | — | — | $155K | 0.5% | |
| Vanguard Total Bond Market Index Fund ADM | Common Collective Trusts | — | — | $74K | 0.2% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $72K | 0.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $66K | 0.2% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $20K | <0.1% | |
| Vanguard Real Estate Index Fund ADM | Common Collective Trusts | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
