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Original filing (PDF)20251013115848NAL0000564979001
TECO ENERGY, INC.
Form 5500
FILING_RECEIVED
TECO ENERGY GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,205
Accounts w/ balance
5,319
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
19 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECO ENERGY, INC..
Plan sponsor
Name
TECO ENERGY, INC.
EIN
59-2052286
Address
702 NORTH FRANKLIN STREET · TAMPA, FL · 33602
Phone
(813) 228-4111
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | NONE | $228K | — |
Investments
9 direct securities · 19 pooled funds· $1.2B(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.
Common Collective Trust
$916.3M
19 holdings
Uncategorized
$210.7M
8 holdings
Mutual Funds
$33.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE LARGE CAP GROWTH TR C T. ROWE PRICE TRUST COMPANY · EIN 84-0467907 / PN 003 | Common Collective Trust | — | — | $154.5M | 13.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $137.3M | 12.1% | |
| BLACKROCK EQUITY INDEX FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-4368878 / PN 001 | Common Collective Trust | — | — | $106.3M | 9.4% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $87.8M | 7.8% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $75.7M | 6.7% | |
| Dodge & Cox Stock Fund Mutual Fund | — | — | — | $71.8M | 6.3% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $63.0M | 5.6% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $62.5M | 5.5% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $51.9M | 4.6% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $50.9M | 4.5% | |
| Artisan Mid Cap Fund Mutual Fund | Mutual Funds | — | — | $33.7M | 3.0% | |
| Vanguard Rtmnt Income Trust | — | — | — | $28.9M | 2.6% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $28.9M | 2.6% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $28.8M | 2.5% | |
| Dodge & Cox International Growth Fund Mutual Fund | — | — | — | $27.4M | 2.4% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $25.6M | 2.3% | |
| PIMCO Total Return Fund Mutual Fund | — | — | — | $21.1M | 1.9% | |
| *** Participant Loans | — | — | — | $20.9M | 1.8% | |
| Vanguard Selected Value Mutual Fund | — | — | — | $20.6M | 1.8% | |
| Dimensional Fund Advisors Small Cap Fund Mutual Fund | — | — | — | $19.0M | 1.7% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $16.2M | 1.4% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $7.0M | 0.6% | |
| BLACKROCK RUSSELL 2500 INDEX M BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 46-0741542 / PN 001 | Common Collective Trust | — | — | $6.9M | 0.6% | |
| BLACKROCK US DEBT INDEX FD W BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3385892 / PN 001 | Common Collective Trust | — | — | $6.8M | 0.6% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX M BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 45-4431141 / PN 001 | Common Collective Trust | — | — | $3.9M | 0.3% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.1% | |
| Target Rtmnt Income and Growth Trust | — | — | — | $955K | <0.1% | |
| TARGET RETIREMENT INCM AND GRWTH TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $955K | <0.1% |