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Original filing (PDF)20251010135835NAL0008265601001
TESCO MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
TESCO SITE EMPLOYEES 401(K) PLAN
401(k) retirement plan
Signals · 1
~169 bps in Sched C fees
Active participants
135
Accounts w/ balance
216
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 169 bps in Schedule C fees — 226% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TESCO MANAGEMENT, INC..
Plan sponsor
Name
TESCO MANAGEMENT, INC.
EIN
62-1781772
Address
2171 JUDICIAL DRIVE, SUITE 200 · GERMANTOWN, TN · 38138
Phone
(901) 759-1855
Industry
Real Estatesee 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
2025-10-10
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $8K | — |
Investments
29 direct securities · 5 pooled funds· $1.7M(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.
Uncategorized
$1.6M
28 holdings
Common Collective Trust
$55K
5 holdings
Mutual Funds
$29K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2025 Trgt Date Retire R6 | — | — | — | $304K | 17.9% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | — | — | — | $227K | 13.4% | |
| American Funds American Funds 2020 Trgt Date Retire R6 | — | — | — | $176K | 10.4% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | — | — | — | $175K | 10.3% | |
| American Funds American Funds 2045 Trgt Date Retire R6 | — | — | — | $99K | 5.8% | |
| American Funds American Funds Bond Fund of Amer R6 998 Fidelity 500 Index | — | — | — | $90K | 5.3% | |
| American Funds American Funds 2015 Trgt Date Retire R6 | — | — | — | $82K | 4.8% | |
| Allspring Real Return Institutional 665 Loomis Sayles Investment Grade Bond N | — | — | — | $49K | 2.9% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | — | — | — | $46K | 2.7% | |
| Investment Contract * Great-West Funds Key Guaranteed Portfolio Fund | — | — | — | $44K | 2.6% | |
| Fidelity Advisor Growth Opps Z 2 Fidelity Mid Cap Index | — | — | — | $41K | 2.4% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $38K | 2.2% | |
| Fidelity Small Cap Index | — | — | — | $37K | 2.2% | |
| American Funds American Funds New World R6 | — | — | — | $31K | 1.9% | |
| American Funds American Funds 2010 Trgt Date Retire R6 | Mutual Funds | — | — | $29K | 1.7% | |
| PGIM US Real Estate R6 | — | — | — | $27K | 1.6% | |
| T. Rowe Price T.Rowe Price Mid-Cap Value I | — | — | — | $24K | 1.4% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | — | — | — | $23K | 1.4% | |
| Fidelity US Bond Index | — | — | — | $19K | 1.1% | |
| PIMCO RAE US Small Institutional | — | — | — | $19K | 1.1% | |
| PIMCO Stocksplus Intl (USD-Hedged) Inst | — | — | — | $18K | 1.1% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | — | — | — | $18K | 1.1% | |
| Collective Trust Funds Great Gray Md Cap Value Fee Class R1 | — | — | — | $17K | 1.0% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $17K | 1.0% | |
| Nuveen Large Cap Growth Index R6 | — | — | — | $16K | 1.0% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | — | — | — | $14K | 0.8% | |
| PIMCO Income Instl | — | — | — | $13K | 0.8% | |
| Blackrock Energy Opportunities Inst | — | — | — | $7K | 0.4% | |
| T. Rowe Price T.Rowe Price Global Stock Fund | — | — | — | $4K | 0.2% | |
| American Funds American Funds 2065 Trgt Date Retire R6 371 American Funds American Funds American Mutual R6 | — | — | — | $2K | 0.1% | |
| Fidelity Advisor Semiconductors Z 176 Hartford Equity Income R6 880 JP Morgan JP Morgan Large Cap Growth R6 173 PGIM Global Total Return R6 | — | — | — | $1K | <0.1% | |
| FRS WESTERN ASSET CORE PLUS BOND CL GREAT GRAY · EIN 82-4391232 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% |