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Original filing (PDF)20251001114435NAL0016037584001
TELEVERDE, LLC.
Form 5500
FILING_RECEIVED
TELEVERDE 401(K) PLAN
401(k) retirement plan
Signals · 1
~85 bps in Sched C fees
Active participants
148
Accounts w/ balance
206
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 85 bps in Schedule C fees — 63% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TELEVERDE, LLC..
Plan sponsor
Name
TELEVERDE, LLC.
DBA
TELEVERDE
EIN
27-4119747
Address
2800 N CENTRAL AVE · STE 500 · PHOENIX, AZ · 85004
Phone
(480) 736-8137
Industry
Admin Support & Waste Mgmtsee all
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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY 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 | $38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | CONSULTANT | $18K | — |
Investments
19 direct securities · 1 pooled fund· $6.6M(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
$6.5M
19 holdings
Common Collective Trust
$139K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retire 2035 Mutual Fund N/A | — | — | — | $995K | 15.1% | |
| T. Rowe Price Retire 2040 Mutual Fund N/A | — | — | — | $971K | 14.7% | |
| Fidelity 500 Index Mutual Fund N/A | — | — | — | $745K | 11.3% | |
| T. Rowe Price Retire 2030 Mutual Fund N/A | — | — | — | $655K | 9.9% | |
| T. Rowe Price Retire 2050 Mutual Fund N/A | — | — | — | $646K | 9.8% | |
| T. Rowe Price Retire 2045 Mutual Fund N/A | — | — | — | $493K | 7.5% | |
| T. Rowe Price Retire 2055 Mutual Fund N/A | — | — | — | $391K | 5.9% | |
| Fidelity International Index Mutual Fund N/A | — | — | — | $308K | 4.7% | |
| Fidelity Small Cap Index Mutual Fund N/A | — | — | — | $297K | 4.5% | |
| T. Rowe Price Retire 2025 Mutual Fund N/A | — | — | — | $249K | 3.8% | |
| DFA Emerging Market Core EQ Mutual Fund N/A | — | — | — | $226K | 3.4% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $139K | 2.1% | |
| Maturing 2025 - 2029 at * Notes receivable from participants interest rates of 4.25%-9.50% - | — | — | — | $131K | 2.0% | |
| T. Rowe Price Retire 2020 Mutual Fund N/A | — | — | — | $119K | 1.8% | |
| T. Rowe Price Retire 2060 Mutual Fund N/A | — | — | — | $112K | 1.7% | |
| Vanguard VMMR-FED Mmkt Money Market Mutual Fund N/A | — | — | — | $56K | 0.8% | |
| Dodge And Cox Income Mutual Fund N/A | — | — | — | $36K | 0.5% | |
| T. Rowe Price Retire 2005 Mutual Fund N/A 501 T. Rowe Price Retire 2010 Mutual Fund N/A | — | — | — | $16K | 0.2% | |
| Fidelity US Bond Mutual Fund N/A | — | — | — | $7K | 0.1% | |
| T. Rowe Price Retire 2065 Mutual Fund N/A | — | — | — | $4K | <0.1% |
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