How big is Tetracore, Inc.'s plan?

Tetracore, Inc.'s plan reported $23.0M in assets and 72 participants for 2024.

Original filing (PDF)20251014200712NAL0001810547001

Tetracore, Inc.

Name: Tetracore, Inc. — Tetracore, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Tetracore, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Tetracore, Inc. 401(k) Plan

401(k) retirement plan · Tetracore, Inc.'s Tetracore, Inc. 401(k) Plan held $23.0M in plan assets for 72 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

104

Plan assets (EOY)

$23.0M

Net assets (EOY)

$23.0M

People on this filing

LISA Poole signed Tetracore, Inc.'s 2024 Form 5500 as plan administrator.

LISA Poole — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tetracore, Inc.'s EIN is 52-2112478.

EIN 52-2112478

Plan number 001

Plan year 2024

ACK ID 20251014200712NAL0001810547001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tetracore, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tetracore, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TETRACORE, INC..

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How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (91st percentile).
High average account balance (97th percentile).

Plan sponsor

Name

TETRACORE, INC.

EIN

all filings

Address

77 UPPER ROCK CIRCLE · SUITE 600 · ROCKVILLE, MD · 20850

Phone

(240) 268-5400

Industry

Professional & Technical Services

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

2025-10-14

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$11K	—

Investments

41 direct securities· $23.0M(100% of reported assets)

Mutual Funds

$17.0M

31 holdings

Common Collective Trusts

$4.7M

5 holdings

Other securities

$765K

3 holdings

U.S. Treasuries

$438K

1 holding

Bonds / Notes

$59K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$3.9M	17.1%
Fidelity Freedom 2045 Fund Mutual Fund N/A	Mutual Funds	—	—	$2.8M	12.2%
Fidelity Freedom 2040 Fund Mutual Fund N/A	Mutual Funds	—	—	$2.4M	10.5%
Fidelity Freedom 2050 Fund Mutual Fund N/A	Mutual Funds	—	—	$2.0M	8.7%
Fidelity Freedom 2055 Fund Mutual Fund N/A	Mutual Funds	—	—	$1.6M	7.0%
Fidelity Freedom 2030 Fund Mutual Fund N/A	Mutual Funds	—	—	$1.2M	5.3%
Fidelity Government Money Market Fund Mutual Fund N/A	Mutual Funds	—	—	$793K	3.5%
Fidelity Select Technology Fund Mutual Fund N/A	Mutual Funds	—	—	$782K	3.4%
Fidelity Freedom 2025 Fund Mutual Fund N/A	Mutual Funds	—	—	$721K	3.1%
Morgan Stanley Institutional Fund Mutual Fund N/A	Other securities	—	—	$618K	2.7%
Fidelity Government Income Fund Mutual Fund N/A	Mutual Funds	—	—	$598K	2.6%
Fidelity Contrafund Fund Mutual Fund N/A	Mutual Funds	—	—	$597K	2.6%
Fidelity Freedom 2035 Fund Mutual Fund N/A	Mutual Funds	—	—	$594K	2.6%
American Funds American Mutual Fund Mutual Fund N/A	Mutual Funds	—	—	$462K	2.0%
Fidelity Freedom 2010 Fund Mutual Fund N/A	Mutual Funds	—	—	$440K	1.9%
Fidelity Intermediate Treasury Bond Index Fund Mutual Fund N/A	U.S. Treasuries	—	—	$438K	1.9%
Fidelity International Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$371K	1.6%
Fidelity Select Consumer Staples Fund Mutual Fund N/A	Mutual Funds	—	—	$317K	1.4%
PIMCO Total Return Fund Mutual Fund N/A	Mutual Funds	—	—	$250K	1.1%
Fidelity International Discovery Fund Mutual Fund N/A	Mutual Funds	—	—	$246K	1.1%
Fidelity Freedom 2060 Fund Mutual Fund N/A	Mutual Funds	—	—	$222K	1.0%
Fidelity Emerging Markets Fund Mutual Fund N/A	Mutual Funds	—	—	$196K	0.9%
Fidelity Extended Market Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$195K	0.8%
Fidelity Small Cap Growth Fund Mutual Fund N/A	Mutual Funds	—	—	$179K	0.8%
Fidelity Small Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$167K	0.7%
Eaton Large Cap Value Fund Mutual Fund N/A	Other securities	—	—	$140K	0.6%
Fidelity Growth Discovery Fund Mutual Fund N/A	Mutual Funds	—	—	$126K	0.5%
Fidelity Small Cap Value Fund Mutual Fund N/A	Mutual Funds	—	—	$107K	0.5%
Fidelity Capital and Income Fund Mutual Fund N/A	Mutual Funds	—	—	$97K	0.4%
Fidelity Balanced Fund Mutual Fund N/A	Mutual Funds	—	—	$96K	0.4%
Participant loans 9.00% - 9.50% -	Bonds / Notes	—	—	$59K	0.3%
Fidelity U.S. Bond Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$50K	0.2%
Janus Henderson Forty Fund Mutual Fund N/A	Mutual Funds	—	—	$34K	0.1%
Fidelity Freedom 2015 Fund Mutual Fund N/A	Mutual Funds	—	—	$29K	0.1%
Fidelity Freedom 2065 Fund Mutual Fund N/A	Mutual Funds	—	—	$18K	<0.1%
Fidelity Disciplined Equity Fund Mutual Fund N/A	Mutual Funds	—	—	$15K	<0.1%
Fidelity Select Chemicals Fund Mutual Fund N/A	Mutual Funds	—	—	$12K	<0.1%
Fidelity Freedom 2020 Fund Mutual Fund N/A	Mutual Funds	—	—	$9K	<0.1%
John Hancock Discipline Value Mid Cap Fund Mutual Fund N/A	Other securities	—	—	$7K	<0.1%
Janus Henderson Overseas Fund Mutual Fund N/A	Mutual Funds	—	—	$5K	<0.1%
Fidelity Canada Fund Mutual Fund N/A	Mutual Funds	—	—	$3K	<0.1%