Kevin McDonald signed Tetra Tech, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tetra Tech, Inc.'s EIN is 95-4148514.
Download the official 2023 Form 5500 (PDF) for Tetra Tech, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Tetra Tech, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $436K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RESEARCH | 95-4660745 | — | INVESTMENT ADVISORY | $50K |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CANDLEWOOD CONSULTANTS | 85-0516059 | — | CONTRACT ADMINISTRATOR | $81K | — |
| USI CONSULTING GROUP | 06-1053228 | — | CONTRACT ADMINISTRATOR | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS | 91-0189318 | — | ACCOUNTANT | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | 94-3250323 | — | INV ADV, PARTICIPANTS | $648K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $276.7M | 14.0% | |
| T. Rowe Price Capital Appreciation Fund Mutual fund | Other securities | — | — | $143.0M | 7.2% | |
| American Funds Growth Fund of America R6 Fund Mutual fund | Mutual Funds | — | — | $138.7M | 7.0% | |
| Allspring Core Bond Institutional Fund Mutual fund | Other securities | — | — | $130.3M | 6.6% | |
| American Funds American Balanced R6 Fund Mutual fund | Mutual Funds | — | — | $121.8M | 6.2% | |
| American Funds Capital World Growth and Income R6 Fund Mutual fund | Mutual Funds | — | — | $102.5M | 5.2% | |
| American Funds Fundamental Investors R6 Fund Mutual fund | Mutual Funds | — | — | $97.4M | 4.9% | |
| Collective Trusts Galliard Stable Return PI Fund Collective trust | Common Collective Trusts | — | — | $94.5M | 4.8% | |
| GALLIARD STABLE RETURN PI SEI TRUST COMPANY · EIN 82-6652363 / PN 001 | Common Collective Trust | — | — | $90.2M | 4.6% | |
| Vanguard Total International Stock Index Institutional Fund Mutual fund | Mutual Funds | — | — | $72.7M | 3.7% | |
| Mairs & Power Growth Investor Fund Mutual fund | Other securities | — | — | $71.1M | 3.6% | |
| Self-directed brokerage accounts -- | Self-Directed Brokerage | — | — | $52.6M | 2.7% | |
| Invesco Discovery Mid Cap Growth R5 Fund Mutual fund | Mutual Funds | — | — | $51.9M | 2.6% | |
| Nuveen Mid Cap Value R6 Fund Mutual fund | Mutual Funds | — | — | $50.7M | 2.6% | |
| Invesco Small Cap Growth R5 Fund Mutual fund | Mutual Funds | — | — | $48.7M | 2.5% | |
| Invesco American Franchise R5 Fund Mutual fund | Mutual Funds | — | — | $46.4M | 2.3% | |
| First Eagle Global R6 Fund Mutual fund | Mutual Funds | — | — | $42.3M | 2.1% | |
| Franklin US Government Securities Adv Fund Mutual fund | Mutual Funds | — | — | $32.9M | 1.7% | |
| Vanguard Mid Cap Index Institutional Fund Mutual fund | Mutual Funds | — | — | $26.2M | 1.3% | |
| BlackRock Global Allocation Institutional Fund Mutual fund | Other securities | — | — | $26.0M | 1.3% | |
| Vanguard Small Cap Index Institutional Fund Mutual fund | Mutual Funds | — | — | $25.4M | 1.3% | |
| Allspring Special Mid Cap Value Institutional Fund Mutual fund | Other securities | — | — | $24.2M | 1.2% | |
| Putnam International Equity Y Fund Mutual fund | Mutual Funds | — | — | $23.9M | 1.2% | |
| Tetra Tech Aggressive Growth First Eagle Global R6 Fund Mutual fund | Other securities | — | — | $11.0M | 0.6% | |
| American Funds Capital World Growth and Income R6 Fund Mutual fund | Mutual Funds | — | — | $10.8M | 0.5% | |
| T. Rowe Price Capital Appreciation Fund Mutual fund | Other securities | — | — | $10.8M | 0.5% | |
| American Funds Growth Fund of America R6 Fund Mutual fund | Mutual Funds | — | — | $10.7M | 0.5% | |
| Vanguard Mid Cap Growth Inv Fund Mutual fund | Mutual Funds | — | — | $10.4M | 0.5% | |
| Nuveen Mid Cap Value Fund Mutual fund | Mutual Funds | — | — | $10.2M | 0.5% | |
| American Balanced Fund Class R6 Mutual fund | Other securities | — | — | $9.5M | 0.5% | |
| Allspring Core Bond Fund Mutual fund | Other securities | — | — | $9.5M | 0.5% | |
| T. Rowe Price Capital Appreciation Fund Mutual fund | Other securities | — | — | $9.4M | 0.5% | |
| Allspring Core Bond Fund Mutual fund | Other securities | — | — | $8.2M | 0.4% | |
| Notes receivable from participants maturing through August 2048 | Other securities | — | — | $8.2M | 0.4% | |
| Tetra Tech Moderate Balanced Growth BlackRock Global Allocation Fund Mutual fund | Other securities | — | — | $8.2M | 0.4% | |
| Nuveen Mid Cap Value Fund Mutual fund | Mutual Funds | — | — | $8.0M | 0.4% | |
| First Eagle Global R6 Fund Mutual fund | Other securities | — | — | $8.0M | 0.4% | |
| American Balanced Fund Class R6 Mutual fund | Other securities | — | — | $7.9M | 0.4% | |
| T. Rowe Price Capital Appreciation Fund Mutual fund | Other securities | — | — | $7.9M | 0.4% | |
| Mairs & Power Growth Fund Mutual fund | Other securities | — | — | $7.9M | 0.4% | |
| American Funds American Balanced R6 Fund Mutual fund | Mutual Funds | — | — | $7.0M | 0.4% | |
| T. Rowe Price Capital Appreciation Fund Mutual fund | Other securities | — | — | $6.9M | 0.3% | |
| Vanguard Cash Reserve Federal Admiral Mutual fund | Mutual Funds | — | — | $6.8M | 0.3% | |
| Allspring Core Bond Institutional Fund Mutual fund | Other securities | — | — | $6.8M | 0.3% | |
| Tetra Tech Conservative Growth and Income Franklin US Government Securities Fund Class A Mutual fund | Mutual Funds | — | — | $6.7M | 0.3% | |
| Franklin US Government Securities Fund Class A Mutual fund | Mutual Funds | — | — | $5.9M | 0.3% | |
| BlackRock Global Allocation Institutional Fund Mutual fund | Other securities | — | — | $3.6M | 0.2% | |
| Tetra Tech Participant Default First Eagle Global R6 Fund Mutual fund | Other securities | — | — | $3.5M | 0.2% | |
| Nuveen Mid Cap Value Fund Mutual fund | Mutual Funds | — | — | $3.4M | 0.2% | |
| Mairs & Power Growth Fund Mutual fund | Other securities | — | — | $3.4M | 0.2% |
