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Original filing (PDF)20251015181740NAL0010698738001
TACHUS OPERATING LLC
Form 5500
FILING_RECEIVED
TACHUS OPERATING LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
166
Accounts w/ balance
159
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
3 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TACHUS OPERATING LLC.
Plan sponsor
Name
TACHUS OPERATING LLC
EIN
83-2410277
Address
3831 TECHNOLOGY FOREST BLVD · SUITE 200 · THE WOODLANDS, TX · 773812028
Phone
(402) 669-2905
Industry
Information / Tech / Mediasee 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
2025-10-15
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
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC. | 13-4071393 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $6K | — |
Investments
25 direct securities · 3 pooled funds· $3.3M(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
$3.2M
25 holdings
Pooled Separate Account
$122K
2 holdings
Common Collective Trust
$6K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycl Index 2030 R6 | — | — | $0 | $620K | 19.4% | |
| Nuveen Lifecycl Index 2050 R6 | — | — | $0 | $525K | 16.4% | |
| Schwab U.S. Mid-Cap Index Fd | — | — | $0 | $410K | 12.8% | |
| Nuveen Lifecycl Index 2040 R6 | — | — | $0 | $328K | 10.3% | |
| Nuveen Lifecycl Index 2045 R6 | — | — | $0 | $260K | 8.1% | |
| Nuveen Lifecycl Index 2055 R6 | — | — | $0 | $235K | 7.3% | |
| Participant Loans | — | — | $0 | $228K | 7.1% | |
| Nuveen Lifecycl Index 2035 R6 | — | — | $0 | $156K | 4.9% | |
| PIMCO Intl Bond (USD-Hdg) I Fd | — | — | $0 | $97K | 3.0% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $95K | 3.0% | |
| Nuveen Lifecycl Index 2065 R6 | — | — | $0 | $95K | 3.0% | |
| BlackRock Md-Cp Gr Eq K Fd | — | — | $0 | $64K | 2.0% | |
| PGIM Jennison Intl Opp R6 Fnd | — | — | $0 | $39K | 1.2% | |
| Hartford Schroder Intl Stk SDR | — | — | $0 | $37K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $26K | 0.8% | |
| Nuveen Lifecycl Indx Ret Inc R | — | — | $0 | $26K | 0.8% | |
| AB Small Cap Grwth Port Z Fd | — | — | $0 | $26K | 0.8% | |
| Nuveen Lifecycl Index 2025 R6 | — | — | $0 | $15K | 0.5% | |
| Prin SmCap S&P 600 Index SA-Z | — | — | $0 | $7K | 0.2% | |
| Prin Blue Chip SA-Z | — | — | $0 | $6K | 0.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $6K | 0.2% | |
| DFA Infl Protected Sec I Fund | — | — | $0 | $6K | 0.2% | |
| Fidelity 500 Index Fund | — | — | $0 | $5K | 0.2% | |
| Carillon Scout Mid Cap R6 Fund | — | — | $0 | $3K | <0.1% | |
| Principal Stable Value Z Fund | — | — | $0 | $3K | <0.1% | |
| Nuveen Lifecycl Index 2060 R6 | — | — | $0 | $2K | <0.1% | |
| CarillonEagle Gwth & Inc R6 Fd | — | — | $0 | $2K | <0.1% | |
| Fidelity US Bond Index Fund | — | — | $0 | $2K | <0.1% |