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Original filing (PDF)20250925114230NAL0012090978001

TELAPEX, INC.

Form 5500
FILING_RECEIVED
TELAPEX, INC. SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,952
Accounts w/ balance
2,248
Plan assets (EOY)
$197.4M
Net assets (EOY)
$197.4M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
  • 21 bps in Schedule C fees — 108% above peer band of 10 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TELAPEX, INC..
Plan sponsor
Name
TELAPEX, INC.
EIN
64-0748803
Address
1018 HIGHLAND COLONY PARKWAY · SUITE 700 · RIDGELAND, MS · 39157
Phone
(601) 355-1522
Industry
Information / Tech / Mediasee 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
2025-09-25
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
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVISMAZARS, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Other
3
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUITY INSURANCE COMPANY O84-0467907NONE$276K
EMPOWER ADVISORY GROUP, LLC84-1532243NONE$125K
EMPOWER FINANCIAL SERVICES, INC.84-0965407NONE$10K

Investments

25 direct securities · 1 pooled fund· $189.9M(96% 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
$183.3M
25 holdings
Common Collective Trust
$6.6M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard$26.0M13.2%
Vanguard$15.0M7.6%
Vanguard$15.0M7.6%
Vanguard$14.9M7.5%
Vanguard$13.2M6.7%
Vanguard$10.1M5.1%
Dodge & Cox$9.5M4.8%
Vanguard$9.5M4.8%
Vanguard$8.3M4.2%
Vanguard$7.6M3.8%
American Funds$7.4M3.7%
Vanguard$6.7M3.4%
RELIANCE METLIFE SERIES 25053 CL 0
RELIANCE TRSUT COMPANY · EIN 46-6625485 / PN 001
Common Collective Trust
$6.6M3.3%
American Funds$5.7M2.9%
Vanguard$5.5M2.8%
Vanguard$5.5M2.8%
T Rowe Price$3.8M1.9%
Participant loans receivable$3.6M1.8%
Vanguard$3.4M1.7%
Empower$3.0M1.5%
Vanguard$2.8M1.4%
Vanguard$2.2M1.1%
Vanguard$1.8M0.9%
Vanguard$1.6M0.8%
Vanguard$942K0.5%
Vanguard$283K0.1%

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