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Original filing (PDF)20251009120005NAL0003546707001
DYSON, INC.
Form 5500
FILING_RECEIVED
DYSON, INC. 401K PLAN
401(k) retirement plan
Active participants
513
Accounts w/ balance
930
Plan assets (EOY)
$78.2M
Net assets (EOY)
$78.2M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DYSON, INC..
Plan sponsor
Name
DYSON, INC.
EIN
47-0854628
Address
1330 W. FULTON STREET 5TH FLOOR · CHICAGO, IL · 60607
Phone
(312) 469-5942
Industry
Wholesale 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
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS 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 | -$103K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | CONSULTANT | $11K | — |
Investments
30 direct securities· $78.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom 2050 Fund (1) | — | — | — | $11.0M | 14.1% | |
| Fidelity Investments Fidelity Growth Company K6 Fund (1) | — | — | — | $10.0M | 12.7% | |
| Fidelity Investments Fidelity Freedom 2055 Fund (1) | — | — | — | $8.8M | 11.2% | |
| Fidelity Investments Fidelity Freedom 2045 Fund (1) | — | — | — | $8.0M | 10.3% | |
| Fidelity Investments Fidelity Freedom 2040 Fund (1) | — | — | — | $6.7M | 8.5% | |
| Fidelity Investments Fidelity 500 Index (1) | — | — | — | $5.8M | 7.4% | |
| Fidelity Investments Fidelity Freedom 2060 Fund (1) | — | — | — | $4.4M | 5.7% | |
| Fidelity Investments Fidelity Freedom 2035 Fund (1) | — | — | — | $3.7M | 4.7% | |
| Fidelity Investments Fidelity Freedom 2030 Fund (1) | — | — | — | $3.2M | 4.1% | |
| Dodge & Cox Dodge & Cox Stock Fund (1) | — | — | — | $1.9M | 2.4% | |
| Fidelity Investments Fidelity Freedom 2025 Fund (1) | — | — | — | $1.8M | 2.3% | |
| Fidelity Investments Fidelity Government Money Market Fund (1) | — | — | — | $1.4M | 1.8% | |
| Fidelity Investments Fidelity Low-Priced Stock Fund (1) | — | — | — | $1.2M | 1.6% | |
| Fidelity Investments Fidelity Mid Cap Index (1) | — | — | — | $1.2M | 1.6% | |
| Metropolitan West Funds Metropolitan West Total Return Bond Fund - Plan (1) | — | — | — | $1.2M | 1.5% | |
| JPMorgan Chase JPMorgan Mid Cap Growth R6 (1) | — | — | — | $1.2M | 1.5% | |
| Fidelity Investments Fidelity US Bond Index Fund (1) | — | — | — | $1.0M | 1.3% | |
| Fidelity Investments Fidelity International Index Fund (1) | — | — | — | $986K | 1.3% | |
| Fidelity Investments Fidelity Freedom 2065 Fund (1) | — | — | — | $826K | 1.1% | |
| Fidelity Investments Fidelity Small Cap Index Value Fund (1) | — | — | — | $815K | 1.0% | |
| Fidelity Investments Fidelity Small Cap Value Fund (1) | — | — | — | $592K | 0.8% | |
| Fidelity Investments Fidelity Real Estate Investment Portfolio (1) | — | — | — | $561K | 0.7% | |
| Conestoga Capital Advisors Conestoga Small Cap Fund - Investors Class (1) | — | — | — | $469K | 0.6% | |
| Participant Loans (interest rate range 5.25%-10.50%) | — | — | — | $458K | 0.6% | |
| Fidelity Investments Fidelity Freedom 2020 Fund (1) | — | — | — | $407K | 0.5% | |
| American Funds American Funds Europacific Growth Fund - Class R-6 (1) | — | — | — | $378K | 0.5% | |
| Fidelity Investments Fidelity Freedom Income Fund (1) | — | — | — | $239K | 0.3% | |
| Fidelity Investments Fidelity Freedom 2015 Fund (1) | — | — | — | $27K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2010 Fund (1) | — | — | — | $3K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2070 K6 (1) | — | — | — | $3K | <0.1% |