Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$5.3M
Filings through .
3 plans aggregated / $5.8M assets / 90 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TESSEC LLC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $5.3M | 65 | 2025 |
| #004 | TESSEC, LLC CASH BALANCE PENSION PLAN | Cash balance | $467K | 24 | 2025 |
| #003 | TESSEC, LLC PROFIT SHARING PLAN | Profit-sharing | $50K | 1 | 2024 |