Mark Tatro signed Tersera Therapeutics LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tersera Therapeutics LLC's EIN is 81-1458652.
Download the official 2024 Form 5500 (PDF) for Tersera Therapeutics LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tersera Therapeutics LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE INC |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/R | Common Collective Trusts | — | — | $3.0M | 14.7% | |
| PUTNAM RETIRE ADVANTAGE TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $2.3M | 11.6% | |
| PUTNAM RETIRE ADVANTAGE TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $2.1M | 10.3% | |
| JPMorgan Large Cap Growth R6 N/R | Other securities | — | — | $2.0M | 9.7% | |
| PUTNAM RETIRE ADVANTAGE TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.6M | 8.1% | |
| Fidelity Extended Market Index N/R | Mutual Funds | — | — | $1.3M | 6.5% | |
| PUTNAM RETIRE ADVANTAGE TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.2M | 5.9% | |
| American Funds Europacific GR R6 N/R | Mutual Funds | — | — | $852K | 4.2% | |
| PUTNAM RETIRE ADVANTAGE TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $784K | 3.9% | |
| PUTNAM RETIRE ADVANTAGE TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $742K | 3.7% | |
| American Funds New World R6 N/R | Mutual Funds | — | — | $483K | 2.4% | |
| Pimco Income Instl N/R | Mutual Funds | — | — | $454K | 2.2% | |
| JPMorgan Core Bond R6 N/R | Other securities | — | — | $449K | 2.2% | |
| PUTNAM RETIRE ADVANTAGE TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $439K | 2.2% | |
| Allspring Special Mid Cap Value R6 N/R | Mutual Funds | — | — | $381K | 1.9% | |
| Participant Loans Interest rates: 5.25% - 10.50% with $0 | Bonds / Notes | — | — | $368K | 1.8% | |
| Group Annuity Contract * Empower Annuity Insurance Key Guaranteed Portfolio Fund N/R | Common Stocks | — | — | $354K | 1.7% | |
| MFS Mid Cap Growth R6 N/R | Mutual Funds | — | — | $350K | 1.7% | |
| PUTNAM RETIRE ADVANTAGE TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $291K | 1.4% | |
| PUTNAM RETIRE ADVANTAGE TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $248K | 1.2% | |
| American Funds American Balanced R6 N/R | Mutual Funds | — | — | $235K | 1.2% | |
| Principal Real Estate Securities Fd R6 N/R | Other securities | — | — | $218K | 1.1% | |
| Company Common-Collective Trust Funds Neuberger Berman LC Value Trust Class F N/R | Common Collective Trusts | — | — | $96K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PORT WASHINGTON, WI |
| OTHER |
| $2K |
| — |
