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Original filing (PDF)20251015083146NAL0002108083001
TRYSPARROW.COM, INC.
Form 5500
FILING_RECEIVED
TRYSPARROW.COM, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
36% in single holding~85 bps in Sched C fees
Active participants
173
Accounts w/ balance
182
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.1M
How this plan invests
This plan
22 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
82
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Transamerica Financial Life Insurance Company MyWayRetirement Index 2055 (1)" is 36% of plan.
- 85 bps in Schedule C fees — 63% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRYSPARROW.COM, INC..
Plan sponsor
Name
TRYSPARROW.COM, INC.
EIN
37-1904647
Address
548 MARKET STREET · #73767 · SAN FRANCISCO, CA · 94104
Phone
(415) 326-4286
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $10K | — |
| TRANSAMERICA FINANCIAL LIFE INS | 36-6071399 | — | RECORD KEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES AND ASSOCIATES | 59-1237041 | — | INVESTMENT ADVISOR-PLAN | $5K | — |
Investments
1 direct security · 22 pooled funds· $2.2M(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.
Pooled Separate Account
$2.1M
22 holdings
Uncategorized
$71K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MYWAYRETIREMENT INDEX 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 348 | Pooled Separate Account | — | — | $780K | 36.2% | |
| MYWAYRETIREMENT INDEX 2060 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 349 | Pooled Separate Account | — | — | $446K | 20.7% | |
| BLACKROCK EQUITY INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 911 | Pooled Separate Account | — | — | $262K | 12.2% | |
| MYWAYRETIREMENT INDEX 2050 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 347 | Pooled Separate Account | — | — | $248K | 11.5% | |
| MYWAYRETIREMENT INDEX 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 240 | Pooled Separate Account | — | — | $202K | 9.4% | |
| MYWAYRETIREMENT INDEX 2065 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 351 | Pooled Separate Account | — | — | $82K | 3.8% | |
| Transamerica Financial Life Insurance Company Transamerica Stable Value Core Account (1) 226 *Participant notes receivable Loans bearing interest at rates ranging from 8.5% to 9.5%, to be repaid through 2029 – | — | — | — | $71K | 3.3% | |
| MYWAYRETIREMENT INDEX 2040 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 070 | Pooled Separate Account | — | — | $27K | 1.2% | |
| MYWAYRETIREMENT INDEX 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 069 | Pooled Separate Account | — | — | $11K | 0.5% | |
| BLACKROCK MID CAP EQUITY INDEX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 053 | Pooled Separate Account | — | — | $9K | 0.4% | |
| MYWAYRETIREMENT GLOBAL BOND RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 065 | Pooled Separate Account | — | — | $4K | 0.2% | |
| MYWAYRETIREMENT INTL VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 352 | Pooled Separate Account | — | — | $3K | 0.1% | |
| MYWAYRETIREMENT COMMODITIES RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 060 | Pooled Separate Account | — | — | $3K | 0.1% | |
| MYWAYRETIREMENT BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 058 | Pooled Separate Account | — | — | $3K | 0.1% | |
| MYWAYRETIREMENT MID CAP GROWTH RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 357 | Pooled Separate Account | — | — | $1K | <0.1% | |
| BLACKROCK U.S. DEBT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 057 | Pooled Separate Account | — | — | $648 | <0.1% | |
| MYWAYRETIREMENT SMALL CAP VALUE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 361 | Pooled Separate Account | — | — | $597 | <0.1% | |
| MYWAYRETIREMENT LARGE CAP GROWTH RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 353 | Pooled Separate Account | — | — | $519 | <0.1% | |
| MYWAYRETIREMENT LARGE CAP VALUE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 356 | Pooled Separate Account | — | — | $480 | <0.1% | |
| MYWAYRETIREMENT INDEX 2030 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 068 | Pooled Separate Account | — | — | $418 | <0.1% | |
| BLACKROCK EAFE EQUITY INDEX RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 909 | Pooled Separate Account | — | — | $345 | <0.1% | |
| MYWAYRETIREMENT SMALL CAP GROWTH RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 359 | Pooled Separate Account | — | — | $257 | <0.1% | |
| MYWAYRETIREMENT MULTISECTOR BOND RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 358 | Pooled Separate Account | — | — | $230 | <0.1% |
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