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Original filing (PDF)20251008151532NAL0003104003001
TETER, INC.
Form 5500
FILING_RECEIVED
TETER, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
139
Accounts w/ balance
130
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
68 pooled trusts
Schedule D
68 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: JH MULTIMANAGER GROWTH LS (no filing on disk)]" is 29% of plan.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TETER, INC..
Plan sponsor
Name
TETER, INC.
EIN
77-0071091
Address
7535 N. PALM, SUITE 201 · FRESNO, CA · 93711
Phone
(559) 437-0887
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BOOS & ASSOCIATES, A PROF CORP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | INVESTMENT RECORD KEEPER | $330 | — |
Investments
68 pooled funds· $11.5M(92% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.3M | 26.7% | |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.0M | 16.0% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.0M | 15.9% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 12.8% | |
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $387K | 3.1% | |
| HIGH YIELD FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $255K | 2.0% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $195K | 1.6% | |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $171K | 1.4% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $161K | 1.3% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $123K | 1.0% | |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $105K | 0.8% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $100K | 0.8% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $96K | 0.8% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $91K | 0.7% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $79K | 0.6% | |
| T. ROWE PRICE SPECTRUM INC JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $77K | 0.6% | |
| VANGUARD ENERGY FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $62K | 0.5% | |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $61K | 0.5% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $55K | 0.4% | |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $51K | 0.4% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $48K | 0.4% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $47K | 0.4% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $40K | 0.3% | |
| JOHN HANCOCK U.S. GROWTH FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $34K | 0.3% | |
| FRANKLIN UTILITIES FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $32K | 0.3% | |
| JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 0.2% | |
| JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.2% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | 0.2% | |
| ROYCE SMALL-CAP OPPORTUNITY JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.2% | |
| FIDELITY ADVISOR ENERGY FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.1% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.1% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $14K | 0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.1% | |
| MID VALUE FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | <0.1% | |
| FRANKLIN SMALL-MID GROWTH JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | <0.1% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | <0.1% | |
| INVESCO DEVELOPING MARKETS JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | <0.1% | |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| FINANCIAL INDUSTRIES FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| INVESTMENT COMPANY OF AMERICA JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| SMALL CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| AMERICAN FUNDS SMALLCAP WORLD JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| AMERICAN CENTURY HERITAGE JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| PIMCO ALL ASSET JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| PIMCO REAL RETURN JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| OPPORTUNISTIC FIXED INCOME JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| FUNDAMENTAL LARGE CAP VALUE JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| BARON REAL ESTATE FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| JOHN HANCOCK INFRASTRUCTURE JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| NEW OPPORTUNITIES FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| FUNDAMENTAL ALL CAP CORE FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TEMPLETON WORLD JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| INVESCO GLOBAL FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGUARD SHORT-TERM FEDERAL JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| SMALL CAP STOCK FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $224 | <0.1% | |
| BLACKROCK HEALTH SCIENCES OPP JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $218 | <0.1% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $161 | <0.1% | |
| MFS UTILITIES FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19 | <0.1% |