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THE TROXEL COMPANY — THE TROXEL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014150908NAL0006575458001
THE TROXEL COMPANY
Form 5500
FILING_RECEIVED
THE TROXEL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Defined-contribution retirement plan
Signals · 2
100% in single holding
100% employer stock
Active participants
92
Accounts w/ balance
159
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE TROXEL COMPANY
.
Find decision makers
Plan sponsor
Name
THE TROXEL COMPANY
EIN
62-0643944
Address
11495 HIGHWAY 57 · MOSCOW, TN · 380577421
Phone
(901) 877-6875
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2O · ESOP (non-leveraged)
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
REYNOLDS, BONE & GRIESBECK, PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $1.7M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
The Troxel Company Common Stock
—
—
$3.6M
$1.7M
99.8%
Renasant Trust MDA Bank Account
—
—
$3K
$3K
0.2%
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Knocking points off
Top holding "The Troxel Company Common Stock" is 100% of plan.
100% of plan in employer / sponsor stock.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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