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Original filing (PDF)20251009191402NAL0007037649001
TILLYS
Form 5500
FILING_RECEIVED
TILLYS 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
7,242
Accounts w/ balance
3,080
Plan assets (EOY)
$46.9M
Net assets (EOY)
$46.9M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TILLYS.
Plan sponsor
Name
TILLYS
DBA
TILLYS
EIN
33-0065819
Address
10 WHATNEY · IRVINE, CA · 92618
Phone
(949) 609-5599
Industry
Retail Tradesee 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
2025-10-09
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
26 direct securities· $46.9M(100% of reported assets)
Uncategorized
$43.3M
25 holdings
Mutual Funds
$3.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS LIFETIME 2040 R3 | — | — | — | $4.9M | 10.4% | |
| MFS LIFETIME 2060 R3 | — | — | — | $4.7M | 10.0% | |
| MFS LIFETIME 2045 R3 | — | — | — | $4.7M | 10.0% | |
| MFS LIFETIME 2050 R3 | — | — | — | $4.3M | 9.1% | |
| MFS LIFETIME 2030 R3 | — | — | — | $4.1M | 8.8% | |
| s * Fidelity Management Trust Company Fidelity Contract Fund | Mutual Funds | — | — | $3.7M | 7.8% | |
| Fidelity Management Trust Company Fidelity 500 Index Fund | — | — | — | $3.6M | 7.7% | |
| MFS LIFETIME 2055 R3 | — | — | — | $3.6M | 7.6% | |
| MFS LIFETIME 2035 R3 | — | — | — | $3.5M | 7.4% | |
| Money Market Fund * Fidelity Management Trust Company Fidelity Govt Money Market Fund | — | — | — | $1.7M | 3.7% | |
| MFS LIFETIME INC R3 | — | — | — | $1.4M | 2.9% | |
| MFS LIFETIME 2025 R3 | — | — | — | $1.3M | 2.8% | |
| MFS INTL EQUITY R6 | — | — | — | $930K | 2.0% | |
| Allsprings Fund Trust Allspring Special Mid Cap Value Fund | — | — | — | $724K | 1.5% | |
| JP Morgan JP Morgan small cap growth fund | — | — | — | $603K | 1.3% | |
| Baird Cord Plus Bond Fund | — | — | — | $592K | 1.3% | |
| Janus Henderson Janus Henedrson Enterprise Fund | — | — | — | $567K | 1.2% | |
| JP Morgan JP Morgan Equity fund | — | — | — | $526K | 1.1% | |
| Participant Loans 4.25% to 9.50% - | — | — | — | $525K | 1.1% | |
| Goldman Sachs Goldman Sachs Small Cap Value Fund | — | — | — | $282K | 0.6% | |
| Fidelity Management Trust Company Fidelity Balanced Fund | — | — | — | $228K | 0.5% | |
| Fidelity Management Trust Company Fidelity Small Cap Index Fund | — | — | — | $185K | 0.4% | |
| JP Morgan JP Morgan Emerging markets equity fund | — | — | — | $168K | 0.4% | |
| Fidelity Management Trust Company Fidelity International Index Fund | — | — | — | $163K | 0.3% | |
| Fidelity Management Trust Company Fidelity US Bond Index Fund | — | — | — | $58K | 0.1% | |
| BlackRock BlakRock Strategic Global Bond Fund K | — | — | — | $2K | <0.1% |
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