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Original filing (PDF)20250926051541NAL0009084417001
TIERRA, INC.
Form 5500
FILING_RECEIVED
TIERRA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
147
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
5 pooled trusts
Schedule D
28 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIERRA, INC..
Plan sponsor
Name
TIERRA, INC.
EIN
59-3154723
Address
7351 TEMPLE TERRACE HIGHWAY · TAMPA, FL · 33637
Phone
(813) 413-9127
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
2025-09-26
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
BELLA HERMIDA VALIENTE PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 34-1542819 | — | N/A | $34K | — |
Investments
23 direct securities · 5 pooled funds· $15.3M(99% 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.
Registered Investment Companies
$12.8M
23 holdings
Common Collective Trust
$2.5M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $1.9M | 12.0% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $1.4M | 9.2% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $1.2M | 7.9% | |
| STATE ST S&P 500 IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 343 | Common Collective Trust | — | — | $1.1M | 7.2% | |
| PUTNAM ASSET ALLOC BAL A | Registered Investment Companies | — | — | $1.1M | 7.1% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $980K | 6.3% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $832K | 5.4% | |
| T.ROWE PRICE RETIRE 2010 - ADV | Registered Investment Companies | — | — | $667K | 4.3% | |
| JPMORGAN CORE BOND FUND - A | Registered Investment Companies | — | — | $595K | 3.8% | |
| STATE ST S&P MD CP IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 346 | Common Collective Trust | — | — | $552K | 3.6% | |
| VICTORY ESTABLISHED VALUE I | Registered Investment Companies | — | — | $478K | 3.1% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $448K | 2.9% | |
| PUTNAM ASSET ALLOC GRTH A | Registered Investment Companies | — | — | $443K | 2.9% | |
| UNDSCVRD MNGRS BEH VAL R5 | Registered Investment Companies | — | — | $441K | 2.8% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $405K | 2.6% | |
| MACQUARIE VALUE A | Registered Investment Companies | — | — | $396K | 2.5% | |
| STATE ST INTL IDX SEC LEND VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 335 | Common Collective Trust | — | — | $364K | 2.3% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $305K | 2.0% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $259K | 1.7% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $252K | 1.6% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $243K | 1.6% | |
| STATE ST RUSS SC IDX VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 339 | Common Collective Trust | — | — | $241K | 1.6% | |
| FRANKLIN SM CAP GROWTH - ADV | Registered Investment Companies | — | — | $221K | 1.4% | |
| PGIM HIGH YIELD FUND - R4 | Registered Investment Companies | — | — | $140K | 0.9% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $136K | 0.9% | |
| INVESCO DEV MARKETS - Y | Registered Investment Companies | — | — | $89K | 0.6% | |
| PUTNAM ASSET ALLOC CONS A | Registered Investment Companies | — | — | $78K | 0.5% | |
| T. ROWE PRICE RET 2015 - ADV | Registered Investment Companies | — | — | $21K | 0.1% |
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