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Original filing (PDF)20251015115941NAL0006003904001
T.I.C., INC.
Form 5500
FILING_RECEIVED
T.I.C., INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 3
No auditor on file36% in single holdingNo recordkeeper disclosed
Active participants
128
Accounts w/ balance
147
Plan assets (EOY)
$20.4M
Net assets (EOY)
$20.4M
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)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
82
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Top holding "Vanguard 500 Index Fund" is 36% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for T.I.C., INC..
Plan sponsor
Name
T.I.C., INC.
EIN
39-1079086
Address
701 SAND LAKE ROAD · ONALASKA, WI · 54650
Phone
(608) 783-6441
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUST POINT INC | 39-0415000 | — | NONE | $65K | — |
Investments
26 direct securities· $20.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $7.3M | 35.6% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $1.9M | 9.5% | |
| Fidelity Investments Money Market Institutional | — | — | — | $1.4M | 6.8% | |
| Vanguard Mid Cap Index | — | — | — | $1.3M | 6.3% | |
| Baird Short Term Bond | — | — | — | $1.2M | 6.1% | |
| Glenmede Secured Options I | — | — | — | $916K | 4.5% | |
| PIMCO Income Fund | — | — | — | $884K | 4.3% | |
| American Funds Europacific Growth | — | — | — | $776K | 3.8% | |
| Dodge & Cox Stock Fund | — | — | — | $624K | 3.1% | |
| Oakmark International | — | — | — | $562K | 2.8% | |
| William Blair Small Cap Value | — | — | — | $524K | 2.6% | |
| Conestoga Small Cap | — | — | — | $488K | 2.4% | |
| Vanguard Total Stock Market Index | — | — | — | $302K | 1.5% | |
| GQG Partners Emerging Markets Equity Fund | — | — | — | $300K | 1.5% | |
| ARGA Emerging Markets Value Fund | — | — | — | $299K | 1.5% | |
| Vanguard Total Bond Market Index | — | — | — | $273K | 1.3% | |
| Vanguard Small Cap Index | — | — | — | $238K | 1.2% | |
| Harbor Capital Appreciation Retirement | — | — | — | $193K | 0.9% | |
| Vanguard Total Intl Stock Index | — | — | — | $163K | 0.8% | |
| Metropolitan West Total Return Bond | — | — | — | $128K | 0.6% | |
| American Beacon Developing World Income Fund | — | — | — | $88K | 0.4% | |
| Participants | — | — | — | $80K | 0.4% | |
| Vanguard Real Estate Index | — | — | — | $69K | 0.3% | |
| Vanguard FTSE Social Index | — | — | — | $19K | <0.1% | |
| PIMCO International Bond | — | — | — | $14K | <0.1% | |
| Fidelity Investments Money Market Government | — | — | — | $4K | <0.1% |
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