Original filing (PDF)20250721102531NAL0000594835001

TRYON DISTRIBUTING LLC

Name: TRYON DISTRIBUTING LLC — TRYON DISTRIBUTING LLC 401K RETIREMENT PLAN, Form 5500 (2024)
Creator: TRYON DISTRIBUTING LLC

Form 5500

FILING_RECEIVED

TRYON DISTRIBUTING LLC 401K RETIREMENT PLAN

401(k) retirement plan

Signals · 2

34% in single holdingNo recordkeeper disclosed

Active participants

264

Accounts w/ balance

278

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

How this plan invests

This plan

1 pooled trust

Schedule D

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

Top holding "Wilmington Trust RetirementTrack Mod 2035 R1" is 34% of plan.
No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (4 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRYON DISTRIBUTING LLC.

Plan sponsor

Name

TRYON DISTRIBUTING LLC

EIN

56-2058783

Address

4701 STOCKHOLM COURT · CHARLOTTE, NC · 28273

Phone

(704) 334-0840

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

2025-07-21

Pension benefit codes

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

ELLIOTT GROUP CPAS, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$4K	—

Investments

21 direct securities · 1 pooled fund· $21.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Uncategorized

$10.9M

21 holdings

Pooled Separate Account

$10.6M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$10.6M	94.8%
Wilmington Trust RetirementTrack Mod 2035 R1	—	—	—	$3.7M	33.5%
Wilmington Trust RetirementTrack Mod Ret R1	—	—	—	$2.4M	21.8%
Wilmington Trust RetirementTrack Mod 2045 R1	—	—	—	$1.8M	15.9%
Calvert US Lgcp CR Rspb Idx R6	—	—	—	$584K	5.2%
Wilmington Trust RetirementTrack Mod 2055 R1	—	—	—	$554K	5.0%
AUL Stable Value Account	—	—	—	$357K	3.2%
T. Rowe Price Grth Stock Class I	—	—	—	$323K	2.9%
Vanguard Mid Cap Index Adm	—	—	—	$233K	2.1%
Vanguard Total Int Stk Idx Adm	—	—	—	$175K	1.6%
Vanguard Small Cap Index Adm	—	—	—	$161K	1.4%
American Funds Europac Grth R6 209 Goldman Sachs Lrg Cap GR Ins R6	—	—	—	$147K	1.3%
PGIM Total Return Bond R6	—	—	—	$101K	0.9%
Invesco Global R6	—	—	—	$75K	0.7%
Virtus Ceredex Mid-Cap Value Equity Fund R6 322 T. Rowe Price Eqty Inc Class I	—	—	—	$61K	0.5%
Wilmington Trust RetirementTrack Agg 2035 R1	—	—	—	$58K	0.5%
JPMorgan Mid Cap Growth R6	—	—	—	$44K	0.4%
Wilmington Trust RetirementTrack Agg Ret 1	—	—	—	$36K	0.3%
Wilmington Trust RetirementTrack Mod 2065 R1	—	—	—	$35K	0.3%
FRANKLIN/TEMPLETON FRANKLIN RISING DIVIDENDS R6 MUTUAL FUND SHARES 0	—	—	—	$20K	0.2%
Wilmington Trust RetirementTrack Cons Ret 2035 R1	—	—	—	$19K	0.2%
Invesco Smcap Grth R6	—	—	—	$3K	<0.1%