Terri Grubbs signed Tenerity, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tenerity, Inc.'s EIN is 37-2016579.
Download the official 2024 Form 5500 (PDF) for Tenerity, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tenerity, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $65K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $27K | — |
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 Institutional Index Fund Institutional Shares Mutual fund | Common Collective Trusts | — | — | $19.7M | 13.1% | |
| Vanguard Target Retirement 2040 Mutual fund | Mutual Funds | — | — | $17.2M | 11.4% | |
| Vanguard Target Retirement 2035 Mutual fund | Mutual Funds | — | — | $16.8M | 11.2% | |
| Fidel Blue Chip Growth K6 Mutual fund | Other securities | — | — | $13.2M | 8.8% | |
| Vanguard Target Retirement 2030 Mutual fund | Mutual Funds | — | — | $12.1M | 8.0% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $9.9M | 6.6% | |
| Vanguard Target Retirement 2045 Mutual fund | Mutual Funds | — | — | $9.1M | 6.0% | |
| Vanguard Target Retirement 2025 Mutual fund | Mutual Funds | — | — | $8.9M | 5.9% | |
| Vanguard Mid-Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $7.0M | 4.6% | |
| Vanguard Developed Markets Index Fund Mutual fund | Common Collective Trusts | — | — | $5.7M | 3.8% | |
| Vanguard Total Bond Market Index Fund Mutual fund | Common Collective Trusts | — | — | $5.7M | 3.8% | |
| Vanguard Target Retirement 2020 Mutual fund | Mutual Funds | — | — | $5.0M | 3.3% | |
| Vanguard Target Retirement 2050 Mutual fund | Mutual Funds | — | — | $3.2M | 2.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual fund | Common Collective Trusts | — | — | $2.5M | 1.7% | |
| BlkRock HY Bond, Class K Mutual fund | Other securities | — | — | $2.1M | 1.4% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 Mutual fund | Other securities | — | — | $1.9M | 1.3% | |
| Dodge & Cox Income Fund; Class X Mutual fund | Mutual Funds | — | — | $1.4M | 0.9% | |
| Vanguard Target Retirement Income Fund Mutual fund | Mutual Funds | — | — | $1.4M | 0.9% | |
| Dodge & Cox Stock Fund Class X Mutual fund | Mutual Funds | — | — | $1.3M | 0.9% | |
| Vanguard Emerging Mkts Stk Idx Adm Mutual fund | Common Collective Trusts | — | — | $1.1M | 0.8% | |
| GG EuroPac Growth Fund Cl CT Collective trust fund | Common Collective Trusts | — | — | $1.1M | 0.8% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.8% | |
| Vanguard Target Retirement 2055 Mutual fund | Mutual Funds | — | — | $1.0M | 0.7% | |
| MASSMUTUAL SMALL CAP GROWTH EQUITY GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $988K | 0.7% | |
| Dodge & Cox International Stock Fund Class X Mutual fund | Mutual Funds | — | — | $759K | 0.5% | |
| Notes receivable from participants Notes receivable from participants mature through * March 2037. Interest rates range from 4.25% to 9.5%. | Bonds / Notes | — | — | $470K | 0.3% | |
| Vanguard Target Retirement 2060 Mutual fund | Mutual Funds | — | — | $325K | 0.2% | |
| MFS MID CAP GROWTH FUND; CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $171K | 0.1% | |
| Vanguard Target Retirement 2065 Mutual fund | Mutual Funds | — | — | $159K | 0.1% | |
| Vanguard Cash Reserves Federal Money Market Fund * Admiral Shares Mutual fund | Mutual Funds | — | — | $49K | <0.1% | |
| Vanguard Target Retirement 2070 Mutual fund | Mutual Funds | — | — | $27K | <0.1% | |
| MFS MID CAP VALUE FUND; CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
