How big is Tacenergy, LLC's plan?

Tacenergy, LLC's plan reported $60.2M in assets and 353 participants for 2024.

Original filing (PDF)20251007092527NAL0004556097001

Tacenergy, LLC

Name: Tacenergy, LLC — TAC Retirement Plan, Form 5500 (2024)
Creator: Tacenergy, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

TAC Retirement Plan

Defined-contribution retirement plan · Tacenergy, LLC's TAC Retirement Plan held $60.2M in plan assets for 353 participants in 2024, with OneAmerica as recordkeeper.

Signals · 2

Late participant contributions16% employer stock

Active participants

353

Accounts w/ balance

443

Plan assets (EOY)

$60.2M

Net assets (EOY)

$60.2M

People on this filing

Jim Day signed Tacenergy, LLC's 2024 Form 5500 as plan administrator.

Jim Day — Plan Administrator — Form 5500 signer
James Henry Russell — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Tacenergy, LLC's EIN is 87-4665900.

EIN 87-4665900

Plan number 001

Plan year 2024

ACK ID 20251007092527NAL0004556097001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tacenergy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tacenergy, LLC's plan includes profit-sharing.

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

365 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Plan sponsor

Name

TACENERGY, LLC

EIN

all filings

Address

PO BOX 1481 · TEXARKANA, TX · 755041481

Phone

(903) 794-3835

Industry

Wholesale Trade

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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

WHITELY PENN, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEAMERICA RETIREMENT SERVICES	46-5378846	—	RECORDKEEPER	$71K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING	84-4519624	DALLAS, TX	INVESTMENT ADVISOR	$70K	—

Investments

365 direct securities · 1 pooled fund· $59.0M(98% 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.

Mutual Funds

$24.6M

24 holdings

Other securities

$10.7M

26 holdings

Common Collective Trusts

$9.5M

5 holdings

Common Stocks

$9.4M

216 holdings

Agency / Mortgage-Backed

$2.0M

83 holdings

U.S. Treasuries

$1.6M

8 holdings

Stable Value

$464K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

American Funds (Capital Group)$17.9M Vanguard$9.4M BlackRock / iShares$7.2M Fidelity$2.2M JPMorgan$1.4M Dimensional / DFA$545K PIMCO$320K Prudential / PGIM$308K Schwab$120K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
MATRIX TRUST COMPANY	75-3182674	DENVER, CO	TRUSTEE	$0	—
MSCS FINANCIAL SERVICES	33-1151291	DENVER, CO	TRUSTEE	$0	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
WHITELY PENN, LLP	75-2393478	—	ACCOUNTANT	$26K	—

					% of plan
Vanguard 500 Index Fund	Common Collective Trusts	—	$2.1M	$4.7M	7.8%
American Funds 2035 Trgt Date Retire R6	Mutual Funds	—	—	$4.5M	7.5%
iShares S&P 500 Index K	Common Collective Trusts	—	—	$2.9M	4.8%
American Funds 2040 Trgt Date Retire R6	Mutual Funds	—	—	$2.4M	4.0%
American Funds 2030 Trgt Date Retire R6	Mutual Funds	—	—	$2.4M	3.9%
Building	Other securities	—	—	$2.3M	3.8%
iShares Core U.S. Aggregate Bond ETF	Other securities	—	$2.4M	$2.2M	3.6%
Vanguard FTSE Developed Markets ETF	Mutual Funds	—	$1.9M	$1.8M	3.1%
American Funds 2025 Trgt Date Retire R6	Mutual Funds	—	—	$1.7M	2.9%
American Funds 2050 Trgt Date Retire R6	Mutual Funds	—	—	$1.6M	2.6%
American Funds 2045 Trgt Date Retire R6	Mutual Funds	—	—	$1.5M	2.5%
American Funds 2060 Trgt Date Retire R6	Mutual Funds	—	—	$1.4M	2.4%
American Funds 2055 Trgt Date Retire R6	Mutual Funds	—	—	$1.3M	2.2%
Vanguard Growth Index Fund	Common Collective Trusts	—	$829K	$1.2M	2.0%
JPMorgan Large Cap Growth Fund	Other securities	—	$819K	$1.2M	1.9%
Fidelity Contrafund	Mutual Funds	—	—	$1.2M	1.9%
iShares Core S&P Small-Cap ETF	Other securities	—	$682K	$1.0M	1.7%
Vanguard FTSE Emerging Markets ETF	Mutual Funds	—	$936K	$953K	1.6%
Victory Sycamore Established Value R6	Other securities	—	—	$546K	0.9%
DFA US Small Cap I	Mutual Funds	—	—	$545K	0.9%
Fidelity Government Income	Mutual Funds	—	—	$532K	0.9%
BrandywineGLOBAL High Yield Fund	Other securities	—	$519K	$528K	0.9%
Artisan High Income Fund	Other securities	—	$518K	$526K	0.9%
Vanguard Emerging Markets Bond Fund	Mutual Funds	—	$528K	$519K	0.9%
GQG Partners Emerging Markets Equity Fund	Other securities	—	$480K	$465K	0.8%
AUL Stable Value Account Series A	Stable Value	—	—	$464K	0.8%
Fidelity Government Portfolio	Mutual Funds	—	—	$440K	0.7%
iShares Total US Stock Market Idx K	Common Collective Trusts	—	—	$438K	0.7%
PUTNAM LARGE CAP VALUE TRUST CL-IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$435K	0.7%
American Funds 2015 Trgt Date Retire R6	Mutual Funds	—	—	$420K	0.7%
United States Treasury Note/Bond	U.S. Treasuries	—	—	$408K	0.7%
Artisan Developing World Fund	Other securities	—	$258K	$343K	0.6%
United States Treasury Note/Bond	U.S. Treasuries	—	—	$333K	0.6%
American Funds 2020 Trgt Date Retire R6	Mutual Funds	—	—	$323K	0.5%
PIMCO Income Instl	Mutual Funds	—	—	$320K	0.5%
PGIM Global Real Estate Z	Other securities	—	—	$308K	0.5%
iShares US Aggregate Bond Index K	Other securities	—	—	$287K	0.5%
American Funds EuroPacific Growth R6	Mutual Funds	—	—	$281K	0.5%
iShares MSCI EAFE Intl Idx K	Common Collective Trusts	—	—	$240K	0.4%
Vanguard Inflation-Protected Secs Adm	Mutual Funds	—	—	$225K	0.4%
Participant Loans	Participant loans	—	—	$219K	0.4%
United States Treasury Note/Bond	U.S. Treasuries	—	—	$195K	0.3%
United States Treasury Note/Bond	U.S. Treasuries	—	—	$192K	0.3%
Pzena Emerging Markets Value Fund/USA	Other securities	—	$192K	$189K	0.3%
United States Treasury Note/Bond	U.S. Treasuries	—	—	$188K	0.3%
Freddie Mac Gold Pool FG G16426	Agency / Mortgage-Backed	—	$174K	$159K	0.3%
Freddie Mac Pool FR ZT0534	Agency / Mortgage-Backed	—	$186K	$154K	0.3%
Freddie Mac Pool FR RA6567	Agency / Mortgage-Backed	—	$147K	$138K	0.2%
United States Treasury Note/Bond	U.S. Treasuries	—	—	$136K	0.2%
Royal Bank of Canada	Other securities	—	$135K	$134K	0.2%

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