Back to filter
Original filing (PDF)20250805164610NAL0002676448001
TENASKA, INC
Form 5500
FILING_RECEIVED
TENASKA RETIREMENT PLAN
401(k) retirement plan
Active participants
818
Accounts w/ balance
1,000
Plan assets (EOY)
$390.4M
Net assets (EOY)
$390.4M
How this plan invests
This plan
13 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)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TENASKA, INC.
Plan sponsor
Name
TENASKA, INC
EIN
47-0701708
Address
14302 FNB PARKWAY · OMAHA, NE · 68154
Phone
(402) 691-9511
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-08-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
LUTZ & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $67K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED PLAN ADVISORS | 47-0701708 | — | ADVISOR | $38K | — |
| PRIME CAPITAL FINANCIAL | 47-0259043 | — | ADVISOR | $25K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LUTZ & COMPANY, PC | 47-0625816 | — | AUDITOR | $15K | — |
Investments
19 direct securities · 13 pooled funds· $390.4M(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
$273.7M
19 holdings
Common Collective Trust
$116.7M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Gr Index Instl | — | — | — | $54.8M | 14.0% | |
| Vanguard Instl Index | — | — | — | $33.2M | 8.5% | |
| LG CAP GR FUND II FEE CLASS R1 WILMINGTON TRUST · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $27.7M | 7.1% | |
| Federated Hermes Ttl Rtrn Bd IS | — | — | — | $21.4M | 5.5% | |
| American Funds American Funds Fundamental Inv R6 | — | — | — | $20.7M | 5.3% | |
| Vanguard Val Index Instl | — | — | — | $19.2M | 4.9% | |
| AMERICAN CENTURY ONE CH TGT DT 2045 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $17.7M | 4.5% | |
| MORLEY STABLE VAL FUND 20 II MORLEY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $17.0M | 4.4% | |
| AMERICAN CENTURY ONE CH TGT DT 2035 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $16.7M | 4.3% | |
| Vanguard Eq Inc Adm | — | — | — | $16.5M | 4.2% | |
| Blackrock Mid Cap Gr Eq Svc | — | — | — | $16.4M | 4.2% | |
| Dodge & Cox Dodge & Cox Intnl Stock I | — | — | — | $15.9M | 4.1% | |
| Victory Sycamore Est Val R | — | — | — | $12.3M | 3.1% | |
| AMERICAN CENTURY ONE CH TGT DT 2025 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $10.3M | 2.6% | |
| Vanguard Short Term Bd Index I | — | — | — | $9.4M | 2.4% | |
| T. Rowe Price T. Rowe Price Intgtd US Small-Cap Gr Eq | — | — | — | $9.2M | 2.4% | |
| Vanguard Inf-Protected Secs Instl | — | — | — | $8.6M | 2.2% | |
| Vanguard Small Cap Val Index Adm | — | — | — | $8.6M | 2.2% | |
| Victory RS Glbl R6 | — | — | — | $8.0M | 2.1% | |
| AMERICAN CENTURY ONE CH TGT DT 2055 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $8.0M | 2.0% | |
| Dimensional DFA World Ex US Core Eq Instnl | — | — | — | $6.6M | 1.7% | |
| Vanguard Extended Market Index Adm | — | — | — | $5.8M | 1.5% | |
| AMERICAN CENTURY ONE CH TGT DT 2030 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $5.3M | 1.4% | |
| Dimensional DFA Emerging Mkts Core Eq I | — | — | — | $5.0M | 1.3% | |
| AMERICAN CENTURY ONE CH TGT DT 2040 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4.1M | 1.0% | |
| AMERICAN CENTURY ONE CH TGT DT 2050 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $3.8M | 1.0% | |
| AMERICAN CENTURY ONE CH TGT DT 2060 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.9% | |
| Participants Notes Receivable with interest rates of 3.25% to 8.50% | — | — | — | $1.9M | 0.5% | |
| AMERICAN CENTURY ONE CH TGT DT 2065 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.4% | |
| AMERICAN CENTURY IN ONE CH TGT TRUS AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.3% | |
| State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $173K | <0.1% | |
| EMERGING MKTS FUND CLASS R1 WILMINGTON TRUST · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |