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Original filing (PDF)20250717141445NAL0000199299001
TERACOM SERVICES, LLC
Form 5500
FILING_RECEIVED
TERACOM SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
149
Accounts w/ balance
308
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
7 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
78
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "8 Matrix Trust Company Vanguard Total Stock Market Index Fund" is 44% of plan.
- 73 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TERACOM SERVICES, LLC.
Plan sponsor
Name
TERACOM SERVICES, LLC
EIN
45-2986569
Address
1230 WEST 23RD STREET · TEMPE, AZ · 85282
Phone
(623) 780-1935
Industry
Electrical Contractors· Constructionsee 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
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $20K | — |
Investments
7 direct securities· $2.7M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 8 Matrix Trust Company Vanguard Total Stock Market Index Fund | — | — | — | $1.2M | 41.8% | |
| 7 Matrix Trust Company Vanguard Total International Stock Index Fund | — | — | — | $713K | 25.7% | |
| 5 Matrix Trust Company Vanguard Total Bond Market Index Fund | — | — | — | $386K | 13.9% | |
| 3 Matrix Trust Company Vanguard Real Estate Index Fund | — | — | — | $200K | 7.2% | |
| 6 Matrix Trust Company Vanguard Total International Bond Index Fund | — | — | — | $171K | 6.2% | |
| 4 Matrix Trust Company Vanguard Short Term Inflation Protected Securities Index Fun | — | — | — | $13K | 0.5% | |
| 1 * Matrix Trust Company Cash | — | — | — | $7K | 0.3% |
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