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Original filing (PDF)20251104092247NAL0011423168001
TT GROUP INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
TT ELECTRONICS 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
797
Accounts w/ balance
1,183
Plan assets (EOY)
$67.2M
Net assets (EOY)
$67.2M
How this plan invests
This plan
5 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 27 bps in Schedule C fees — 66% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TT GROUP INDUSTRIES, INC..
Plan sponsor
Name
TT GROUP INDUSTRIES, INC.
EIN
56-1536704
Address
2900 E PLANO PKWY · STE 200 · PLANO, TX · 75074
Phone
(972) 323-2218
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-04
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $60K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 33-0905143 | — | CONSULTANT | $32K | — |
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | ADVISOR | $30K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
| ADMINISTRATIVE FIDUCIARY SERVICES | 46-2919997 | — | CONSULTANT | $11K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT/AUDITOR | $34K | — |
Investments
23 direct securities · 5 pooled funds· $73.0M(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.
Uncategorized
$49.7M
21 holdings
Common Collective Trust
$12.4M
5 holdings
Mutual Funds
$10.7M
1 holding
Common Stocks
$280K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $10.7M | 15.9% | |
| Purchase Account Insurance Company General Account Lincoln National Life Insurance Lincoln Stable Value Fund N/R | — | — | — | $8.9M | 13.2% | |
| Common Collective Trusts Great Gray Trust Company AB US Large Cap Growth Fund N/R | — | — | — | $6.0M | 9.0% | |
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $6.0M | 9.0% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $4.2M | 6.3% | |
| MFS Lifetime MFS Lifetime 2025 Fund Class R6 N/R | — | — | — | $3.7M | 5.5% | |
| MFS Lifetime MFS Lifetime 2035 Fund Class R6 N/R | — | — | — | $3.6M | 5.3% | |
| American Funds American Funds American Balanced N/R | — | — | — | $2.9M | 4.4% | |
| Fund Class R-6 MFS Lifetime MFS Lifetime 2030 Fund Class R6 N/R | — | — | — | $2.9M | 4.3% | |
| MFS Lifetime MFS Lifetime 2050 Fund Class R6 N/R | — | — | — | $2.7M | 4.1% | |
| MFS Lifetime MFS Lifetime 2040 Fund Class R6 N/R | — | — | — | $2.4M | 3.6% | |
| JP Morgan JPM Mid Cap Grth R6 N/R | — | — | — | $1.8M | 2.7% | |
| MFS Lifetime MFS Lifetime Income Fund R6 N/R | — | — | — | $1.7M | 2.5% | |
| Fidelity Investments Fidelity Total Bond Fund N/R | — | — | — | $1.7M | 2.5% | |
| MFS Lifetime MFS Lifetime 2060 Fund Class R6 N/R | — | — | — | $1.6M | 2.4% | |
| MFS Lifetime MFS Lifetime 2045 Fund Class R6 N/R | — | — | — | $1.5M | 2.3% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $1.4M | 2.1% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/R | — | — | — | $1.4M | 2.0% | |
| Fidelity Investments Fidelity International Index Fund N/R | — | — | — | $1.2M | 1.7% | |
| Fidelity Investments Fidelity Government Money Market N/R | — | — | — | $1.2M | 1.7% | |
| Fund MFS Lifetime MFS Lifetime 2055 Fund Class R6 N/R | — | — | — | $1.1M | 1.6% | |
| Company Participant Loans * Participant Loans Interest rates: 4.50% - 10.50% $0 | — | — | — | $1.0M | 1.5% | |
| Fidelity Investments Fidelity Extended Market Index N/R | — | — | — | $1.0M | 1.5% | |
| Fund * Fidelity Investments Fidelity U.S. Bond Index Fund N/R | — | — | — | $870K | 1.3% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $641K | 1.0% | |
| Goldman Sachs Goldman Sachs Small Cap Value N/R | — | — | — | $618K | 0.9% | |
| * Emerson Electric Co. Emerson Electric Co Stock N/R | Common Stocks | — | — | $280K | 0.4% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% |
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