Original filing (PDF)20251014200712NAL0001810547001

TETRACORE, INC.

Name: TETRACORE, INC. — TETRACORE, INC. 401K PLAN, Form 5500 (2024)
Creator: TETRACORE, INC.

Form 5500

FILING_RECEIVED

TETRACORE, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

104

Plan assets (EOY)

$23.0M

Net assets (EOY)

$23.0M

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 (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 (2 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TETRACORE, INC..

Plan sponsor

Name

TETRACORE, INC.

EIN

52-2112478

Address

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

Phone

(240) 268-5400

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

2025-10-14

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)

Auditor

RUBINO & COMPANY

Trustee / custodian

—

Trustee phone

—

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)

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