Original filing (PDF)20251009130129NAL0003593331001

R.G. BARRY CORPORATION

Name: R.G. BARRY CORPORATION — R. G. BARRY CORPORATION ASSOCIATES' RETIREMENT PLAN, Form 5500 (2024)
Creator: R.G. BARRY CORPORATION

Form 5500

FILING_RECEIVED

R. G. BARRY CORPORATION ASSOCIATES' RETIREMENT PLAN

Defined-benefit pension plan

Signals · 1

32% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$21.1M

Net assets (EOY)

$21.1M

How this plan invests

This plan

6 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R.G. BARRY CORPORATION.

Plan sponsor

Name

R.G. BARRY CORPORATION

EIN

31-4362899

Address

13405 YARMOUTH RD. NW · PICKERINGTON, OH · 43147

Phone

(614) 864-6400

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

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

SCHNEIDER DOWNS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
HIGHLAND CONSULTING	34-1753575	—	NONE	$32K	—
JACOB, HAXTON & BOORD, LLC	20-0754801	—	NONE	$17K	—
CBIZ, INC.	22-2769024	—	NONE	$14K	—
CHARLES SCHWAB TRUST BANK	—	HENDERSON, NV	NONE	$13K	—

Investments

6 direct securities· $20.1M(96% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
TCW Metwest Total Return BD I	—	—	$7.4M	$6.3M	30.1%
Macquarie Extend Duration Return BD I	—	—	$8.3M	$6.2M	29.3%
Vanguard Long Term INV Grade ADM SHS	—	—	$7.9M	$6.2M	29.3%
Dodge & Cox International Stock I	—	—	$611K	$751K	3.6%

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