Back to filter
Original filing (PDF)20250924122504NAL0007542273001
TEECOM
Form 5500
FILING_RECEIVED
TEECOM 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
131
Accounts w/ balance
161
Plan assets (EOY)
$28.3M
Net assets (EOY)
$28.3M
How this plan invests
This plan
30 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 (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEECOM.
Plan sponsor
Name
TEECOM
EIN
94-3257304
Address
50 CALIFORNIA STREET, SUITE 1500 · SAN FRANCISCO, CA · 94111
Phone
(510) 337-2800
Industry
Professional & Technical Servicessee 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
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
JOHNSTON, GREMAUX & ROSSI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REDWOOD PENSIONS, LLC | 27-2431450 | — | TPA | $11K | — |
Investments
30 direct securities· $27.5M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund Of Amer R4 | — | — | — | $5.6M | 19.8% | |
| American Funds 2040 Target Date Fund R4 | — | — | — | $4.6M | 16.2% | |
| American Funds 2050 Target Date Fund R4 | — | — | — | $2.4M | 8.5% | |
| American Funds Fundamental Investors R4 | — | — | — | $2.4M | 8.4% | |
| American Funds 2055 Target Date Fund R4 | — | — | — | $2.0M | 6.9% | |
| American Funds Invmt Co Of America R4 | — | — | — | $1.7M | 6.0% | |
| American Funds Europacific Gr R4 | — | — | — | $1.3M | 4.7% | |
| American Funds Smallcap World R4 | — | — | — | $907K | 3.2% | |
| American Funds 2045 Target Date Fund R4 | — | — | — | $820K | 2.9% | |
| American Funds New World Fund R4 | — | — | — | $786K | 2.8% | |
| American Funds Capital Inc Bldr R4 | — | — | — | $783K | 2.8% | |
| American Funds 2035 Target Date Fund R4 | — | — | — | $732K | 2.6% | |
| American Funds New Perspective R4 | — | — | — | $598K | 2.1% | |
| American Funds 2060 Target Date Fund R4 | — | — | — | $563K | 2.0% | |
| American Funds American Balanced R4 | — | — | — | $542K | 1.9% | |
| American Funds New Economy R4 | — | — | — | $466K | 1.6% | |
| American Funds 2025 Target Date Fund R4 | — | — | — | $317K | 1.1% | |
| American Funds 2030 Target Date Fund R4 | — | — | — | $260K | 0.9% | |
| American Funds Washington Mutual R4 | — | — | — | $203K | 0.7% | |
| American Funds 2065 Target Date Fund R4 | — | — | — | $81K | 0.3% | |
| December 2025 to May 2039. - | — | — | — | $75K | 0.3% | |
| American Funds Amcap R4 | — | — | — | $72K | 0.3% | |
| American Funds Bond Fund Of Amer R4 | — | — | — | $71K | 0.3% | |
| Interest bearing cash | — | — | — | $69K | 0.2% | |
| Ishares S&P 500 Index A | — | — | — | $61K | 0.2% | |
| American Funds US Govt Money Market R4 | — | — | — | $54K | 0.2% | |
| Calvert US Large Cap Core RSPNB Idx A | — | — | — | $26K | <0.1% | |
| American Funds 2010 Target Date Fund R4 | — | — | — | $9K | <0.1% | |
| Ishares MSCI EAFE International Index A | — | — | — | $6K | <0.1% | |
| American Funds Inc Fund Of Amer R4 | — | — | — | $1K | <0.1% |
Related plans
Other plans using REDWOOD PENSIONS, LLC
BLT COMMUNICATIONS, LLC
BLT COMMUNICATIONS, LLC SAVINGS AND RETIREMENT PLAN
$40.7M · 122 participants
CARLSON, BARBEE & GIBSON, INC.
CARLSON, BARBEE & GIBSON, INC. 401(K) PLAN
$31.3M · 116 participants
UNITED BUSINESS BANK
UNITED BUSINESS BANK 401(K) PLAN
$30.5M · 302 participants
JON K. TAKATA CORPORATION DBA RESTORATION MANAGEMENT COMPANY
JON K. TAKATA CORPORATION 401(K) PROFIT SHARING PLAN
$28.1M · 483 participants
INFINITE VELOCITY AUTOMOTIVE, INC. DBA F.H. DAILEY CHEVROLET
F.H. DAILEY CHEVROLET 401(K) PLAN
$4.5M · 88 participants
ARBORWELL, INC.
ARBORWELL, INC. 401(K) PLAN
$0
Similar-size Professional & Technical Services plans
WORLDCOM EXCHANGE, INC.
WORLDCOM EXCHANGE, INC. 401(K) PLAN
$27.0M · 188 participants
EPTURA, INC.
EPTURA, INC. 401(K) PLAN
$26.0M · 273 participants
VALTECH SOLUTIONS, LLC
VALTECH 401(K) SAVINGS PLAN
$31.9M · 266 participants
HAWAII PACIFIC FOUNDATION
HAWAII PACIFIC FOUNDATION 401(K) PLAN
$24.3M · 448 participants
RED CANARY INC.
RED CANARY 401(K) PLAN
$23.9M · 420 participants
3MD, INC.
3MD, INC. 401(K) PLAN
$23.5M · 563 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
