Tegra LLC 401(K) Savings & Investment Plan — Form 5500 plan (Tegra LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tegra LLC 401(K) Savings & Investment Plan is a benefit plan reported by Tegra LLC under EIN 81-3245492 and plan number 001. The latest loaded filing year is 2023. The filing reports 777 participants and $6,354,748 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tegra LLC
EIN
81-3245492
Plan number
001
Plan type
2
Location
Norfolk, VA
Latest filing year
2023
Participants
777
End-of-year plan assets
$6,354,748

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023777H, C20241003075500NAL0004681891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,354,748
Total liabilities (EOY)
$0
Net assets (EOY)
$6,354,748
Net assets (BOY)
$5,880,801

Income & contributions

Employer contributions
$260,519
Participant contributions
$481,414
Total contributions
$893,586
Total income / additions
$1,740,097

Expenses & distributions

Benefits paid
$1,189,617
Administrative expenses
$35,577
Total expenses
$1,266,150
Net increase / (decrease)
$473,947

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Procyon Partners LLC Dba Procyon AdINVESTMENT ADVISOR$24,296not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$5,730not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$4,800$02023
Windham Brannon, P.C.AUDITOR$750not reported in the loaded dataset2023

Related Form 5500 pages