Teneo Holdings LLC 401(K) Plan — Form 5500 plan (Teneo Holdings 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, Teneo Holdings LLC 401(K) Plan is a benefit plan reported by Teneo Holdings LLC under EIN 27-4011496 and plan number 001. The latest loaded filing year is 2023. The filing reports 510 participants and $56,878,836 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$56.9MPlan net assets, end of year$56,860,573
Participants510Covered participants reported
Assets / participant$111.5KComputed: assets ÷ participants$111,527 (computed)
Provider compensation$12.7K2 Schedule C provider row(s)$12,674
Plan sponsor
Teneo Holdings LLC
EIN
27-4011496
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023510H, C20240730141422NAL0020186673001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$56.9M total assets
Net assets$56.9MLiabilities$18.3K
Money in vs. money out
Total income / additions$16.9M
Total expenses$3.9M
Benefits paid / distributions$3.8M
Contributions
Employer$2.5M
Participant$4.5M
Full reported line items

Net assets

Total assets (EOY)
$56,878,836
Total liabilities (EOY)
$18,263
Net assets (EOY)
$56,860,573
Net assets (BOY)
$43,607,906

Income & contributions

Employer contributions
$2,465,729
Participant contributions
$4,541,599
Total contributions
$7,730,506
Total income / additions
$16,857,737

Expenses & distributions

Benefits paid
$3,797,950
Administrative expenses
$135,528
Total expenses
$3,933,478
Net increase / (decrease)
$12,924,259
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilshire Associates Inc.(Ny)SERVICE RIA$10,205not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$2,469$02023

Related Form 5500 pages