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Original filing (PDF)20251015110834NAL0002189555001
TY, INC.
Form 5500
FILING_RECEIVED
TY, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
195
Accounts w/ balance
264
Plan assets (EOY)
$22.2M
Net assets (EOY)
$22.2M
How this plan invests
This plan
24 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TY, INC..
Plan sponsor
Name
TY, INC.
EIN
58-1666131
Address
280 CHESTNUT AVE. · WESTMONT, IL · 60559
Phone
(630) 920-1515
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
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)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $45K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $6K | — |
Investments
15 direct securities · 24 pooled funds· $22.1M(99% 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.
Common Collective Trust
$14.7M
24 holdings
Uncategorized
$7.4M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Sagic Diversified Bond II - # | — | — | — | $3.0M | 13.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $2.7M | 12.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $2.5M | 11.2% | |
| Nuveen Large Cap Growth Index R6 29,374 # | — | — | — | $2.0M | 8.9% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $1.7M | 7.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $1.6M | 7.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $1.5M | 6.8% | |
| BLACKROCK EQUITY INDEX FUND CL R GREAT GRAY · EIN 20-3802495 / PN 000 | Common Collective Trust | — | — | $1.3M | 5.9% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $962K | 4.3% | |
| Fidelity Mid Cap Index 16,175 # | — | — | — | $546K | 2.5% | |
| Federated Hermes Kaufmann Small Cp R6 10,764 # | — | — | — | $522K | 2.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $389K | 1.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $388K | 1.7% | |
| American Funds American Mutual R6 6,577 # | — | — | — | $363K | 1.6% | |
| Nuveen Small Cap Blend Index R6 14,670 # | — | — | — | $350K | 1.6% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $321K | 1.4% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $289K | 1.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $289K | 1.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $195K | 0.9% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $183K | 0.8% | |
| Voya Intermediate Bond R6 18,940 # | — | — | — | $163K | 0.7% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $140K | 0.6% | |
| Pimco Income Instl 12,710 # | — | — | — | $134K | 0.6% | |
| Victory Sycamore Established Value R6 2,129 # | — | — | — | $98K | 0.4% | |
| American Funds New Perspective R6 1,537 # | — | — | — | $96K | 0.4% | |
| American Funds New World R6 781 # | — | — | — | $60K | 0.3% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $58K | 0.3% | |
| American Funds American Balanced R6 1,467 # | — | — | — | $50K | 0.2% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $48K | 0.2% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $34K | 0.2% | |
| BLACKROCK U.S. DEBT INDEX FD R GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $32K | 0.1% | |
| Carillon Eagle Mid Cap Growth R6 405 # | — | — | — | $32K | 0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $24K | 0.1% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $17K | <0.1% | |
| Pimco Int Bond (Usd-Hedged) Inst 1,174 # | — | — | — | $12K | <0.1% | |
| Massmutual Select Trp Retirement Bal I 795 # | — | — | — | $11K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $3K | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |