How big is Terraphase Engineering's plan?

Terraphase Engineering's plan reported $30.3M in assets and 160 participants for 2024.

Original filing (PDF)20250702184649NAL0013283777001

Terraphase Engineering

Name: Terraphase Engineering — Terraphase Engineering, Form 5500 (2024)
Creator: Terraphase Engineering
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Terraphase Engineering 401(k) Plan

401(k) retirement plan · Terraphase Engineering's Terraphase Engineering 401(k) Plan held $30.3M in plan assets for 160 participants in 2024, with Empower as recordkeeper.

Signals · 1

High average account balance

Active participants

160

Accounts w/ balance

187

Plan assets (EOY)

$30.3M

Net assets (EOY)

$30.3M

Plan identifiers

Terraphase Engineering's EIN is 27-3543127.

EIN 27-3543127

Plan number 001

Plan year 2024

ACK ID 20250702184649NAL0013283777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Terraphase Engineering from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Terraphase Engineering's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TERRAPHASE ENGINEERING.

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (92nd percentile).

Plan sponsor

Name

TERRAPHASE ENGINEERING

EIN

all filings

Address

1300 CLAY ST. · SUITE 1000 · OAKLAND, CA · 94612

Phone

(510) 645-1850

Industry

Engineering Services· Professional & Technical Services

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

2025-07-02

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	—	$61K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	—	$738	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
HICKS PENSION SERVICES

Investments

35 direct securities· $29.7M(98% of reported assets)

Mutual Funds

$18.4M

19 holdings

Common Collective Trusts

$5.4M

2 holdings

Other securities

$5.1M

12 holdings

Common Stocks

$742K

1 holding

Bonds / Notes

$107K

1 holding

					% of plan
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$4.6M	15.2%
American Funds American Funds 2035 Target Date Retire R6	Mutual Funds	—	—	$4.3M	14.1%
MassMutual Blue Chip Growth I	Other securities	—	—	$2.8M	9.3%
American Funds American Funds 2050 Target Date Retire R6	Mutual Funds	—	—	$2.8M	9.2%
American Funds American Funds 2045 Target Date Retire R6	Mutual Funds	—	—	$2.3M	7.5%
American Funds American Funds 2030 Target Date Retire R6	Mutual Funds	—	—	$1.5M	5.0%
Vanguard Total International Stock Index Admiral	Mutual Funds	—	—	$1.1M	3.5%
American Funds American Funds 2055 Target Date Retire R6	Mutual Funds	—	—	$1.0M	3.3%
Vanguard Small Cap Value Index Admiral	Mutual Funds	—	—	$869K	2.9%
Vanguard Selected Value Fund Investor	Mutual Funds	—	—	$795K	2.6%
American Funds American Funds 2060 Target Date Retire R6	Mutual Funds	—	—	$795K	2.6%
Vanguard Mid Cap Index Fund - Admiral	Common Collective Trusts	—	—	$795K	2.6%
Empower Annuity Insurance Company of America Guaranteed Interest Account	Common Stocks	—	—	$742K	2.4%
American Funds American Funds 2040 Target Date Retire R6	Mutual Funds	—	—	$539K	1.8%
Janus Henderson Janus Henderson Triton N	Mutual Funds	—	—	$534K	1.8%
MassMutual Mid Cap Growth I	Other securities	—	—	$475K	1.6%
Vanguard Total Bond Market Index Admiral	Mutual Funds	—	—	$464K	1.5%
American Funds American Funds 2025 Target Date Retire R6	Mutual Funds	—	—	$436K	1.4%
American Funds American Funds Washington Mutual R6	Mutual Funds	—	—	$403K	1.3%
Calvert Research and Management Calvert US Large Cap Core Responsible Index	Other securities	—	—	$375K	1.2%
BlackRock Total Return K	Other securities	—	—	$363K	1.2%
PIMCO Income Fund Institutional Class	Mutual Funds	—	—	$298K	1.0%
Invesco International Diversified R6	Mutual Funds	—	—	$278K	0.9%
JPMorgan Equity Income R6	Other securities	—	—	$266K	0.9%
MassMutual Small Cap Opportun I	Other securities	—	—	$229K	0.8%
Columbia Overseas Value Instl 3	Other securities	—	—	$182K	0.6%
MassMutual US Govt Mny Mkt R5 ** 63 Neuberger Berman Neuberger Berman Sustainable Equity R6	Other securities	—	—	$119K	0.4%
Participant Loans to participants, bearing interest from 4.25% to 10.25%	Bonds / Notes	—	—	$107K	0.4%
PGIM Investments PGIM High-Yield R6	Other securities	—	—	$78K	0.3%
American Century Investments American Century Emerging Markets R6	Other securities	—	—	$67K	0.2%
Calvert Research and Management Calvert Equity I	Other securities	—	—	$65K	0.2%
MassMutual Inflation-Protected & Income Fund I	Other securities	—	—	$28K	<0.1%
American Funds American Funds 2015 Target Date Retire R6	Mutual Funds	—	—	$28K	<0.1%
American Funds American Funds 2020 Target Date Retire R6	Mutual Funds	—	—	$5K	<0.1%
American Funds American Funds 2010 Target Date Retire R6	Mutual Funds	—	—	$4K	<0.1%