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Original filing (PDF)20251015082348NAL0002018339001
ORGILL, INC.
Form 5500
FILING_RECEIVED
ORGILL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
6,070
Accounts w/ balance
3,059
Plan assets (EOY)
$275.3M
Net assets (EOY)
$275.3M
How this plan invests
This plan
14 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 50% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORGILL, INC..
Plan sponsor
Name
ORGILL, INC.
EIN
62-0314720
Address
4100 S HOUSTON LEVEE ROAD · COLLIERVILLE, TN · 38017
Phone
(901) 754-8850
Industry
Wholesale Tradesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $278K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $50K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $749 | — |
| PRUDENTIAL INVESTMENT MANAGEMENT SE | 13-4122960 | — | NONE | $42 | — |
Investments
17 direct securities · 14 pooled funds· $340.2M(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
$190.9M
17 holdings
Pooled Separate Account
$149.3M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Insurance Guaranteed Income Fund | — | — | — | $56.9M | 20.7% | |
| Vanguard Institutional Index Fund | — | — | — | $34.6M | 12.6% | |
| Empower Insurance International Equity Opp Fund | — | — | — | $32.8M | 11.9% | |
| JENNISON INTNL EQ OPPTS FUND (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 847 | Pooled Separate Account | — | — | $32.8M | 11.9% | |
| Empower Insurance U.S. Large-Cap Growth Fund | — | — | — | $31.7M | 11.5% | |
| WINSLOW CAP U.S. LG CAP GRW (IS PLT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 852 | Pooled Separate Account | — | — | $31.7M | 11.5% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $21.3M | 7.7% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $21.2M | 7.7% | |
| MID CAP GROWTH / WESTFIELD CAPITAL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 560 | Pooled Separate Account | — | — | $18.2M | 6.6% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $16.0M | 5.8% | |
| Empower Insurance Day One IncomeFlex Target Balance Fund | — | — | — | $6.9M | 2.5% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $6.9M | 2.5% | |
| Victory Fund RS Global Fund R6 Fund | — | — | — | $5.7M | 2.1% | |
| Participant notes receivable Loans to participants bearing interest of 4.25% to 9.50% - | — | — | — | $5.0M | 1.8% | |
| Vanguard Small-Cap Index Admiral Fund | — | — | — | $4.1M | 1.5% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $3.8M | 1.4% | |
| Vanguard Total Bond Index Fund | — | — | — | $2.4M | 0.9% | |
| Self-directed accounts | — | — | — | $2.4M | 0.9% | |
| Victory Sycamore Established Value Fund Insti Shares | — | — | — | $2.2M | 0.8% | |
| Vanguard Total Stock Admiral Fund | — | — | — | $1.3M | 0.5% | |
| Lord Abbett Developing Growth Admiral Fund | — | — | — | $551K | 0.2% | |
| INCOMEFLEX SELECT INCOME & EQUITY F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $391K | 0.1% | |
| Empower Insurance IncomeFlex Sel Lifetime Inc & Equity Fund | — | — | — | $307K | 0.1% | |
| INCOMEFLEX SELECT GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 512 | Pooled Separate Account | — | — | $295K | 0.1% | |
| INCOMEFLEX SELECT AGGRESSIVE GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 511 | Pooled Separate Account | — | — | $193K | <0.1% | |
| INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $166K | <0.1% | |
| INCOMEFLEX SELECT CONSERVATIVE GROW EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $141K | <0.1% | |
| Empower Insurance IncomeFlex Sel Lifetime Inc & Equity Fund I | — | — | — | $83K | <0.1% | |
| INTERNATIONAL BOND PLUS / PIMCO FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 790 | Pooled Separate Account | — | — | $38K | <0.1% | |
| Empower Insurance International Blend Fund | — | — | — | $23K | <0.1% | |
| INTNL BLEND (SUB-ADV BY WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 349 | Pooled Separate Account | — | — | $23K | <0.1% |
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