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Original filing (PDF)20251015112609NAL0002213411001
TELLUS EQUIPMENT SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
TELLUS EQUIPMENT SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
~75 bps in Sched C feesNo recordkeeper disclosed
Active participants
401
Accounts w/ balance
125
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Vendor stack
80
Participation health
65
Knocking points off
- 75 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 31% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TELLUS EQUIPMENT SOLUTIONS, LLC.
Plan sponsor
Name
TELLUS EQUIPMENT SOLUTIONS, LLC
EIN
85-0526167
Address
PO BOX 946 · KATY, TX · 774920946
Phone
(832) 741-7023
Industry
Retail Tradesee 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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $23K | — |
Investments
18 direct securities · 1 pooled fund· $2.9M(94% 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
$2.9M
18 holdings
Common Collective Trust
$76K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund | — | — | — | $564K | 18.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $322K | 10.3% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $278K | 8.9% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $248K | 8.0% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $237K | 7.6% | |
| T Rowe Price TRowe Price Blue Chip Growth Fund Inc | — | — | — | $225K | 7.2% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $203K | 6.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $194K | 6.2% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $164K | 5.3% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $145K | 4.7% | |
| Goldman Sachs Goldman Sachs Stbl Val COL TR | — | — | — | $81K | 2.6% | |
| GOLDMAN SACHS STBL VAL COL TR THE GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $76K | 2.4% | |
| Vanguard 500 Index Fund | — | — | — | $52K | 1.7% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $44K | 1.4% | |
| Vanguard Target Retirement Income Fund | — | — | — | $40K | 1.3% | |
| Baird Core Plus Bond Fun 60 Vanguard Total Bond Market Index Fund | — | — | — | $24K | 0.8% | |
| Diamond Hill Diamond Hill Large Cap Fund | — | — | — | $18K | 0.6% | |
| Vanguard Small-Cap Index Fund | — | — | — | $11K | 0.4% | |
| Vanguard Total International Stock Index Fund | — | — | — | $8K | 0.2% |
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