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Original filing (PDF)20251010101901NAL0007938961001
TECA, INC.
Form 5500
FILING_RECEIVED
TECA, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
88% in single holding100% employer stock
Active participants
60
Accounts w/ balance
177
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.1M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "TECA, Inc. 65,602 shares common stock allocated" is 88% of plan.
- 100% of plan in employer / sponsor stock.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TECA, INC..
Plan sponsor
Name
TECA, INC.
EIN
61-1053497
Address
1804 CARGO STREET · LOUISVILLE, KY · 40299
Phone
(502) 493-8322
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
HARDING, SHYMANSKI & COMPANY, PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $1.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TECA, Inc. 65,602 shares common stock allocated | — | — | $4.2M | $1.7M | 88.1% | |
| TECA, Inc. 8,852 shares common stock unallocated | — | — | $593K | $224K | 11.9% |
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