Back to filter
Original filing (PDF)20250721134208NAL0001272577001
TENERITY, INC.
Form 5500
FILING_RECEIVED
TENERITY EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
125
Accounts w/ balance
735
Plan assets (EOY)
$150.3M
Net assets (EOY)
$150.3M
How this plan invests
This plan
5 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TENERITY, INC..
Plan sponsor
Name
TENERITY, INC.
EIN
37-2016579
Address
13155 NOEL ROAD · SUITE 1750 · DALLAS, TX · 75240
Phone
(203) 295-4751
Industry
Other Services (ex. Public Admin)see 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
2025-07-21
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $65K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $27K | — |
Investments
27 direct securities · 5 pooled funds· $151.4M(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
$139.2M
27 holdings
Common Collective Trust
$12.2M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Mutual fund | — | — | — | $19.7M | 13.1% | |
| Vanguard Target Retirement 2040 Mutual fund | — | — | — | $17.2M | 11.4% | |
| Vanguard Target Retirement 2035 Mutual fund | — | — | — | $16.8M | 11.2% | |
| Fidel Blue Chip Growth K6 Mutual fund | — | — | — | $13.2M | 8.8% | |
| Vanguard Target Retirement 2030 Mutual fund | — | — | — | $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 | — | — | — | $9.1M | 6.0% | |
| Vanguard Target Retirement 2025 Mutual fund | — | — | — | $8.9M | 5.9% | |
| Vanguard Mid-Cap Index Fund Mutual fund | — | — | — | $7.0M | 4.6% | |
| Vanguard Developed Markets Index Fund Mutual fund | — | — | — | $5.7M | 3.8% | |
| Vanguard Total Bond Market Index Fund Mutual fund | — | — | — | $5.7M | 3.8% | |
| Vanguard Target Retirement 2020 Mutual fund | — | — | — | $5.0M | 3.3% | |
| Vanguard Target Retirement 2050 Mutual fund | — | — | — | $3.2M | 2.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual fund | — | — | — | $2.5M | 1.7% | |
| BlkRock HY Bond, Class K Mutual fund | — | — | — | $2.1M | 1.4% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 Mutual fund | — | — | — | $1.9M | 1.3% | |
| Dodge & Cox Income Fund; Class X Mutual fund | — | — | — | $1.4M | 0.9% | |
| Vanguard Target Retirement Income Fund Mutual fund | — | — | — | $1.4M | 0.9% | |
| Dodge & Cox Stock Fund Class X Mutual fund | — | — | — | $1.3M | 0.9% | |
| Vanguard Emerging Mkts Stk Idx Adm Mutual fund | — | — | — | $1.1M | 0.8% | |
| GG EuroPac Growth Fund Cl CT Collective trust fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $759K | 0.5% | |
| Notes receivable from participants Notes receivable from participants mature through * March 2037. Interest rates range from 4.25% to 9.5%. | — | — | — | $470K | 0.3% | |
| Vanguard Target Retirement 2060 Mutual fund | — | — | — | $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 | — | — | — | $159K | 0.1% | |
| Vanguard Cash Reserves Federal Money Market Fund * Admiral Shares Mutual fund | — | — | — | $49K | <0.1% | |
| Vanguard Target Retirement 2070 Mutual fund | — | — | — | $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% |