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Original filing (PDF)20251014144734NAL0001527875001
TRYKO PARTNERS, LLC
Form 5500
FILING_RECEIVED
TRYKO PARTNERS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
13,807
Accounts w/ balance
3,004
Plan assets (EOY)
$51.1M
Net assets (EOY)
$51.1M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 22% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRYKO PARTNERS, LLC.
Plan sponsor
Name
TRYKO PARTNERS, LLC
EIN
27-0587208
Address
PO BOX 1030 · BRICK, NJ · 08723
Phone
(732) 415-6012
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GORFINE, SCHILLER & GARDYN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $68K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | ADVISOR | $10K | — |
| PARKWOOD ASSOCIATES, INC. | 71-0960754 | — | INVESTMENT ADVISORY | $5K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVIS & GILBERT LLP | 13-1504385 | — | ATTORNEY/LEGAL | $8K | — |
Investments
35 direct securities· $51.1M(100% of reported assets)
Uncategorized
$51.1M
34 holdings
Mutual Funds
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 IPR Mutual Fund N/A 314,920 (1) | — | — | — | $7.3M | 14.4% | |
| Fidelity Freedom Index 2030 IPR Mutual Fund N/A 316,274 (1) | — | — | — | $6.4M | 12.5% | |
| Fidelity Freedom Index 2040 IPR Mutual Fund N/A 225,837 (1) | — | — | — | $5.6M | 10.9% | |
| Fidelity Freedom Index 2025 IPR Mutual Fund N/A 255,622 (1) | — | — | — | $4.7M | 9.3% | |
| Fidelity 500 Index Mutual Fund N/A 23,209 (1) | — | — | — | $4.7M | 9.3% | |
| Fidelity Freedom Index 2045 IPR Mutual Fund N/A 148,065 (1) | — | — | — | $3.8M | 7.5% | |
| Fidelity Freedom Index 2050 IPR Mutual Fund N/A 132,237 (1) | — | — | — | $3.4M | 6.7% | |
| Money market fund * FID Gov't Money Market K6 Money Market N/A 2,270,069 (1) | — | — | — | $2.3M | 4.4% | |
| Fidelity Freedom Index 2055 IPR Mutual Fund N/A 97,424 (1) | — | — | — | $2.1M | 4.1% | |
| Fidelity Freedom Index 2060 IPR Mutual Fund N/A 76,074 (1) | — | — | — | $1.4M | 2.7% | |
| Notes receivable from participants Participant loans N/A 4.25 % - 9.50% Various - | — | — | — | $1.3M | 2.6% | |
| Franklin DynaTech Fund Class R6 Mutual Fund N/A 5,205 (1) | — | — | — | $967K | 1.9% | |
| Fidelity Freedom Index 2070 IPR Mutual Fund N/A 30 (1) 304 * Fidelity Advisors Balanced Z Mutual Fund N/A 30,425 (1) | — | — | — | $899K | 1.8% | |
| American Funds American Mutual Fund R6 Mutual Fund N/A 13,946 (1) | — | — | — | $770K | 1.5% | |
| Fidelity Freedom Index 2020 IPR Mutual Fund N/A 45,534 (1) | — | — | — | $718K | 1.4% | |
| Fidelity Freedom Index 2065 IPR Mutual Fund N/A 46,465 (1) | — | — | — | $681K | 1.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund N/A 16,400 (1) | — | — | — | $554K | 1.1% | |
| MFS Mid Cap Value R6 Mutual Fund N/A 16,120 (1) | — | — | — | $535K | 1.0% | |
| Fidelity Freedom Index 2010 IPR Mutual Fund N/A 36,776 (1) | — | — | — | $472K | 0.9% | |
| JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund N/A 7,362 (1) | — | — | — | $381K | 0.7% | |
| AM Cent Sm Cap Gr R6 Mutual Fund N/A 16,208 (1) | — | — | — | $373K | 0.7% | |
| First Eagle Global R6 Mutual Fund N/A 4,342 (1) | — | — | — | $293K | 0.6% | |
| Fidelity Freedom Index 2015 IPR Mutual Fund N/A 18,140 (1) | — | — | — | $258K | 0.5% | |
| PIM RAE US Small Fund I Mutual Fund N/A 18,963 (1) | — | — | — | $215K | 0.4% | |
| AF SMALLCAP WORLD R6 Mutual Fund N/A 3,051 (1) | — | — | — | $214K | 0.4% | |
| Fidelity Freedom Index INC IPR Mutual Fund N/A 14,506 (1) | — | — | — | $170K | 0.3% | |
| Fidelity Advisors Government Income Z Mutual Fund N/A 15,307 (1) | — | — | — | $138K | 0.3% | |
| C&S Realty Shares Z Mutual Fund N/A 1,272 (1) | — | — | — | $84K | 0.2% | |
| Eaton Vance Income Fund of Boston R6 Mutual Fund N/A 15,344 (1) | — | — | — | $80K | 0.2% | |
| Fidelity Advisor Total Bond Fund - Class Z Mutual Fund N/A 7,993 (1) | — | — | — | $75K | 0.1% | |
| JPM US Small CO R6 Mutual Fund N/A 2,953 (1) | — | — | — | $53K | 0.1% | |
| PIM RAE Emerging Markets I Mutual Fund N/A 2,682 (1) | — | — | — | $27K | <0.1% | |
| Fidelity Advisors Freedom 2040 Mutual Fund N/A 300 (1) | — | — | — | $5K | <0.1% | |
| Fidelity Advisors Freedom 2060 M Mutual Fund N/A 181 (1) | — | — | — | $2K | <0.1% | |
| s * Fidelity Advisors Freedom 2030 Mutual Fund N/A 174 (1) | Mutual Funds | — | — | $2K | <0.1% |