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Original filing (PDF)20251014165756NAL0001706883001
BRYCE CORPORATION
Form 5500
FILING_RECEIVED
BRYCE CORPORATION PENSION PLAN
Defined-benefit pension plan
Signals · 3
~108 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
138
Accounts w/ balance
—
Plan assets (EOY)
$22.0M
Net assets (EOY)
$22.0M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
55
Participation health
100
Knocking points off
- 108 bps in Schedule C fees — 273% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRYCE CORPORATION.
Plan sponsor
Name
BRYCE CORPORATION
EIN
62-0811344
Address
P.O. BOX 18338 · MEMPHIS, TN · 381810338
Phone
(901) 369-4400
Industry
Manufacturingsee all
Plan administrator
Name
RETIREMENT COMMITTEE
EIN
62-1003809
City
MEMPHIS, TN
Phone
(901) 369-4400
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | DIRECTED TRUSTEE | $52K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARQUETTE ASSOCIATES, INC. | 36-3485298 | — | NONE | $70K | — |
| STANDARD RETIREMENT SERVICES, INC. | 25-1838406 | — | NONE | $59K | — |
| EAGLE CAPITAL MANAGEMENT, LLC | 22-3361201 | — | NONE | $31K | — |
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $26K | — |
| JP MORGAN INVESTMENT MANAGEMENT INC | 13-3200244 | — | NONE | $0 | — |
Investments
41 direct securities· $21.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BAIRD AGGREGATE BOND FUND | — | — | $4.9M | $4.4M | 19.9% | |
| FIDELITY 500 INDEX FUND | — | — | $2.4M | $3.2M | 14.3% | |
| JPMORGAN IIF ERISA HEDGED LP | — | — | $2.7M | $2.7M | 12.2% | |
| FIDELITY US BOND INDEX | — | — | $2.7M | $2.3M | 10.3% | |
| CARLYLE DIRECT LENDING FUND IV | — | — | $2.0M | $2.0M | 9.2% | |
| FIDELITY INVESTMENTS MONEY MARKET | — | — | $1.3M | $1.3M | 6.0% | |
| PARAMETRIC VOLATILITY RISK PREMIUM DEFENSIVE FUND | — | — | $1.2M | $1.3M | 6.0% | |
| FIDELITY INTERNATIONAL INDEX FUND | — | — | $1.1M | $1.1M | 4.8% | |
| TA REALTY CORE PROPERTY FUND | — | — | $1.0M | $1.0M | 4.7% | |
| FIDELITY EXTENDED MARKET INDEX FUND | — | — | $792K | $827K | 3.8% | |
| AMAZON.COM INC | — | — | $77K | $155K | 0.7% | |
| CONOCO PHILLIPS | — | — | $108K | $103K | 0.5% | |
| META PLATFORMS INC | — | — | $34K | $100K | 0.5% | |
| ALPHABET INC | — | — | $35K | $99K | 0.5% | |
| REGIONS TRUST CASH SWEEP | — | — | $87K | $87K | 0.4% | |
| AON PLC | — | — | $55K | $80K | 0.4% | |
| WORKDAY INC | — | — | $73K | $79K | 0.4% | |
| MICROSOFT CORP | — | — | $25K | $75K | 0.3% | |
| SAP SE | — | — | $37K | $66K | 0.3% | |
| COMCAST CORP | — | — | $71K | $65K | 0.3% | |
| SHELL PLC | — | — | $59K | $65K | 0.3% | |
| UNITED HEALTH GROUP INC | — | — | $39K | $64K | 0.3% | |
| AERCAP HOLDINGS NV | — | — | $35K | $64K | 0.3% | |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | — | — | $29K | $61K | 0.3% | |
| PROSUS NV | — | — | $52K | $61K | 0.3% | |
| LONDON STOCK EXCHANGE GROUP PLC | — | — | $53K | $57K | 0.3% | |
| CAPITAL ONE FINANCIAL CORP | — | — | $26K | $51K | 0.2% | |
| HUMANA INC | — | — | $59K | $46K | 0.2% | |
| VISA INC | — | — | $31K | $42K | 0.2% | |
| WOODWARD INC | — | — | $31K | $41K | 0.2% | |
| WELLS FARGO & CO | — | — | $20K | $38K | 0.2% | |
| GE VERNOVA INC | — | — | $13K | $37K | 0.2% | |
| ALCOA CORP | — | — | $34K | $35K | 0.2% | |
| HILTON WORLDWIDE HOLDINGS INC | — | — | $13K | $35K | 0.2% | |
| SAFRAN SA | — | — | $19K | $34K | 0.2% | |
| ELEVANCE HEALTH INC | — | — | $33K | $32K | 0.1% | |
| BAYER AG | — | — | $66K | $31K | 0.1% | |
| LIBERTY BROADBAND CORP | — | — | $47K | $30K | 0.1% | |
| CHARTER COMMUNICATIONS INC | — | — | $19K | $22K | <0.1% | |
| ESTEE LAUDER | — | — | $19K | $20K | <0.1% | |
| DISCOVER FINANCIAL SERVICES | — | — | $11K | $16K | <0.1% |
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