Back to filter
Original filing (PDF)20251009162408NAL0004093523001
TYDENBROOKS
Form 5500
FILING_RECEIVED
TYDENBROOKS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
340
Accounts w/ balance
429
Plan assets (EOY)
$17.5M
Net assets (EOY)
$17.5M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 59% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TYDENBROOKS.
Plan sponsor
Name
TYDENBROOKS
EIN
22-0793310
Address
2727 PACES FERRY ROAD SE · ATLANTA, GA · 30339
Phone
(260) 624-4805
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWSQUARE CAPITAL, LLC | 27-1238163 | — | INVESTMENT ADVISOR | $35K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL CAPITAL SERVICES, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $45K | — |
Investments
38 direct securities · 1 pooled fund· $17.5M(100% of reported assets)
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.
Uncategorized
$16.9M
37 holdings
Mutual Funds
$505K
1 holding
Common Collective Trust
$107K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Target Retirement 2030 Inv | — | — | — | $3.5M | 20.0% | |
| Vanguard Group Vanguard Target Retirement 2025 Inv | — | — | — | $2.7M | 15.2% | |
| Vanguard Group Vanguard Target Retirement 2035 Inv | — | — | — | $1.8M | 10.4% | |
| Vanguard Group Vanguard Target Retirement 2040 Inv | — | — | — | $1.4M | 7.9% | |
| Vanguard Group Vanguard Target Retirement 2045 Inv | — | — | — | $861K | 4.9% | |
| Vanguard Group Vanguard Target Retirement 2020 Inv | — | — | — | $751K | 4.3% | |
| Invesco Small Cap Value R6 | — | — | — | $682K | 3.9% | |
| Vanguard Group Vanguard High Dividend Yield Index Adm | — | — | — | $548K | 3.1% | |
| Fidelity Investments Fidelity Blue Chip Growth K6 | — | — | — | $509K | 2.9% | |
| Capital Group/American Funds American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $505K | 2.9% | |
| Vanguard Group Vanguard Target Retirement Income Inv | — | — | — | $412K | 2.3% | |
| JPMorgan Chase & Co. JPMorgan US Research Enhanced Equity R6 ** 799 Neuberger Berman Neuberger Berman Mis Cap Growth Fund R6 | — | — | — | $356K | 2.0% | |
| Vanguard Group Vanguard Small Cap Index Adm | — | — | — | $331K | 1.9% | |
| Vanguard Group Vanguard S&P 500 ETF | — | — | — | $322K | 1.8% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $294K | 1.7% | |
| Vanguard Group Vanguard Target Retirement 2050 Inv | — | — | — | $281K | 1.6% | |
| Vanguard Group Vanguard Total Stock Market Index Adm | — | — | — | $272K | 1.6% | |
| Vanguard Group Vanguard Growth Index Adm | — | — | — | $255K | 1.5% | |
| Vanguard Group Vanguard Target Retirement 2055 Inv | — | — | — | $235K | 1.3% | |
| Money market account * Charles Schwab Bank Savings | — | — | — | $231K | 1.3% | |
| Notes receivable Notes receivable with variable maturities and interest rates * Participants ranging from 4.25% - 9.50% on all outstanding notes. - | — | — | — | $223K | 1.3% | |
| BlackRock iShares Russell 2000 Growth | — | — | — | $202K | 1.2% | |
| Vanguard Group Vanguard Interm-Term Investment-Grde Adm | — | — | — | $163K | 0.9% | |
| Vanguard Group Vanguard Target Retirement 2060 Inv | — | — | — | $135K | 0.8% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $107K | 0.6% | |
| Nuveen Large-Cap Gr Idx Instl | — | — | — | $94K | 0.5% | |
| Fidelity Investments Fidelity Low-Priced Stock | — | — | — | $74K | 0.4% | |
| Vanguard Group Vanguard Value Index Adm | — | — | — | $59K | 0.3% | |
| BlackRock iShares Russell 1000 Growth | — | — | — | $55K | 0.3% | |
| BlackRock iShares Russell 1000 | — | — | — | $39K | 0.2% | |
| Vanguard Group Vanguard Equity-Income Admin | — | — | — | $31K | 0.2% | |
| BlackRock iShares North American Natural Resources | — | — | — | $26K | 0.1% | |
| Vanguard Group Vanguard FTSE Developed Markets ETF | — | — | — | $26K | 0.1% | |
| Capital Group/American Funds American Funds US Government Sec | — | — | — | $25K | 0.1% | |
| Royce Investment Partners Royce Opportunity Instl ** 919 State Street Investment Management SPDR Dow Jones REIT ETF | — | — | — | $22K | 0.1% | |
| Vanguard Group Vanguard International Growth Adm | — | — | — | $13K | <0.1% | |
| Vanguard Group Vanguard FTSE Emerging Markets ETF | — | — | — | $7K | <0.1% | |
| Vanguard Group Vanguard Target Retirement 2065 Inv | — | — | — | $3K | <0.1% | |
| Vanguard Group Vanguard Target Retirement 2070 Inv | — | — | — | $2K | <0.1% |