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Original filing (PDF)20250730090629NAL0001795939001
TRYZUB INC
Form 5500
FILING_RECEIVED
TRYZUB INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
143
Accounts w/ balance
224
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
32 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 65 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRYZUB INC.
Plan sponsor
Name
TRYZUB INC
EIN
34-1832338
Address
4117 ROCKY RIVER DR · CLEVELAND, OH · 441351107
Phone
(216) 252-4500
Industry
Professional & Technical Servicessee 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
2025-07-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PAYNE, NICKLES & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 04-3046611 | JERSEY CITY, NJ | ADVISOR | $32K | — |
Investments
31 direct securities· $7.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS | — | — | — | $886K | 11.8% | |
| AMERICAN FUNDS | — | — | — | $668K | 8.9% | |
| T. ROWE PRICE | — | — | — | $645K | 8.6% | |
| AMERICAN FUNDS | — | — | — | $496K | 6.6% | |
| AMERICAN FUNDS | — | — | — | $459K | 6.1% | |
| FIDELITY | — | — | — | $455K | 6.0% | |
| AMERICAN FUNDS | — | — | — | $434K | 5.8% | |
| AMERICAN FUNDS | — | — | — | $424K | 5.6% | |
| AMERICAN FUNDS | — | — | — | $345K | 4.6% | |
| VANGUARD | — | — | — | $336K | 4.5% | |
| AMERICANFUNDS | — | — | — | $331K | 4.4% | |
| AMERICAN FUNDS | — | — | — | $211K | 2.8% | |
| VANGUARD | — | — | — | $201K | 2.7% | |
| VANGUARD | — | — | — | $199K | 2.6% | |
| VANGUARD | — | — | — | $191K | 2.5% | |
| AMERICANFUNDS | — | — | — | $181K | 2.4% | |
| PIMCO | — | — | — | $155K | 2.1% | |
| COLUMBIA | — | — | — | $145K | 1.9% | |
| BLACKROCK | — | — | — | $144K | 1.9% | |
| AMERICAN FUNDS | — | — | — | $130K | 1.7% | |
| FIDELITY | — | — | — | $113K | 1.5% | |
| AMERICAN FUNDS | — | — | — | $101K | 1.3% | |
| PARTICIPANT LOANS | — | — | — | $77K | 1.0% | |
| AMERICAN FUNDS | — | — | — | $62K | 0.8% | |
| AMERICAN FUNDS | — | — | — | $42K | 0.6% | |
| AMERICANFUNDS | — | — | — | $12K | 0.2% | |
| AMERICAN FUNDS | — | — | — | $7K | <0.1% | |
| AMERICAN FUNDS | — | — | — | $6K | <0.1% | |
| FUNDS | — | — | — | $622 | <0.1% | |
| AMERICAN FUNDS | — | — | — | $69 | <0.1% | |
| PIMCO | — | — | — | $22 | <0.1% |
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