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Original filing (PDF)20251015090646NAL0004406801001
TESSERE, INC.
Form 5500
FILING_RECEIVED
TESSERE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
150
Accounts w/ balance
184
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TESSERE, INC..
Plan sponsor
Name
TESSERE, INC.
EIN
48-0793813
Address
1525 E DOUGLAS · WICHITA, KS · 67211
Phone
(316) 265-9367
Industry
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
2025-10-15
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
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)
2A · Age/service weighted or new comparability
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
REGIER CARR & MONROE, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADAMSBROWN WEALTH CONSULTANTS, LLC | 84-3726120 | — | CONSULTANT | $20K | — |
| PENSION CONSULTANTS INC. | 43-1685158 | — | CONSULTANT | $18K | — |
Investments
26 direct securities · 2 pooled funds· $13.4M(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
$12.0M
24 holdings
Common Collective Trust
$1.1M
2 holdings
Common Collective Trusts
$314K
1 holding
Mutual Funds
$7K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Fund | — | — | — | $2.8M | 20.8% | |
| Fidelity Large Cap Value Index Fund | — | — | — | $1.9M | 14.4% | |
| American Funds 2035 Target Date Fund R6 | — | — | — | $923K | 6.9% | |
| EAGLE MID CAP GR 1 ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $812K | 6.1% | |
| Lazard International Strategic Eq Instl | — | — | — | $697K | 5.2% | |
| Payden Corporate Bond | — | — | — | $681K | 5.1% | |
| Fidelity Government Money Market | — | — | — | $673K | 5.0% | |
| Undiscovered Managers Behavioral Value Fund R6 | — | — | — | $600K | 4.5% | |
| American Funds 2055 Target Date Fund R6 | — | — | — | $581K | 4.4% | |
| Emerald Growth International | — | — | — | $528K | 4.0% | |
| JPMorgan Mortgage Backed Securities Fund R6 | — | — | — | $482K | 3.6% | |
| Artisan High Income Institutional | — | — | — | $394K | 3.0% | |
| funds Allspring Special Mid Cap Value CIT E2 Fund | Common Collective Trusts | — | — | $314K | 2.4% | |
| AS SPL MD CAP VAL E2 WELLS FARGO BANK, N.A. · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $314K | 2.4% | |
| American Funds 2045 Target Date Fund R6 | — | — | — | $285K | 2.1% | |
| American Funds 2030 Target Date Fund R6 | — | — | — | $258K | 1.9% | |
| American Funds 2065 Target Date Fund R6 | — | — | — | $242K | 1.8% | |
| American Funds 2060 Target Date Fund R6 | — | — | — | $238K | 1.8% | |
| American Funds 2050 Target Date Fund R6 | — | — | — | $228K | 1.7% | |
| Harding Loevner Emerging Markets Z | — | — | — | $165K | 1.2% | |
| Fidelity Global ex US Index Fund ** 876 Fidelity Total Market Index Fund | — | — | — | $139K | 1.0% | |
| American Funds 2040 Target Date Fund R6 | — | — | — | $79K | 0.6% | |
| Cohen and Sterns Real Estate Securities Z | — | — | — | $36K | 0.3% | |
| American Funds 2020 Target Date Fund R6 | — | — | — | $32K | 0.2% | |
| American Funds 2025 Target Date Fund R6 | — | — | — | $17K | 0.1% | |
| American Funds 2010 Target Date Fund R6 | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds 2015 Target Date Fund R6 | — | — | — | $6K | <0.1% | |
| Fidelity US Bond Index Fund | — | — | — | $1K | <0.1% |
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