How big is Tercera, LLC's plan?

Tercera, LLC's plan reported $1.2M in assets and 7 participants for 2025.

Original filing (PDF)20260422221109NAL0004049617064

Tercera, LLC

Name: Tercera, LLC — Tercera, LLC 401(k) Plan, Form 5500 (2025)
Creator: Tercera, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tercera, LLC 401(k) Plan

401(k) retirement plan · Tercera, LLC's Tercera, LLC 401(k) Plan held $1.2M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Elantha Barry signed Tercera, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tercera, LLC's EIN is 85-3233550.

EIN 85-3233550

Plan number 001

Plan year 2025

ACK ID 20260422221109NAL0004049617064

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tercera, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tercera, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TERCERA, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TERCERA, LLC

EIN

all filings

Address

7234 W NORTH AVE STE 208 · CHICAGO, IL · 60707

Phone

(612) 396-0274

Industry

Finance & Insurance

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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