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Original filing (PDF)20251009165023NAL0011405968001
TRISTAR GLASS, INC.
Form 5500
FILING_RECEIVED
TRISTAR GLASS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
191
Accounts w/ balance
101
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRISTAR GLASS, INC..
Plan sponsor
Name
TRISTAR GLASS, INC.
EIN
73-1494269
Address
1120 MAIN PARKWAY · CATOOSA, OK · 74015
Phone
(918) 739-3611
Industry
Manufacturingsee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BRISCOE, BURKE & GRIGSBY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $46K | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
Investments
17 direct securities· $8.5M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement Blend 2030 Registered Investment Company - | — | — | — | $2.1M | 23.2% | |
| T. Rowe Price Retirement Blend 2025 Registered Investment Company - | — | — | — | $1.8M | 19.5% | |
| T. Rowe Price Retirement Blend 2035 Registered Investment Company - | — | — | — | $1.7M | 18.6% | |
| T. Rowe Price Retirement Blend 2050 Registered Investment Company - | — | — | — | $809K | 8.8% | |
| T. Rowe Price Retirement Blend 2040 Registered Investment Company - | — | — | — | $689K | 7.5% | |
| T. Rowe Price Retirement Blend 2045 Registered Investment Company - | — | — | — | $421K | 4.6% | |
| maturities from October 2024 through March 2030. - | — | — | — | $395K | 4.3% | |
| T. Rowe Price Retirement Blend 2060 Registered Investment Company - | — | — | — | $132K | 1.4% | |
| Fidelity 500 Index Registered Investment Company - | — | — | — | $79K | 0.9% | |
| Fidelity Mid Cap Index Registered Investment Company - | — | — | — | $76K | 0.8% | |
| Fidelity Small Cap Index Registered Investment Company - | — | — | — | $74K | 0.8% | |
| T. Rowe Price Retirement Blend 2065 Registered Investment Company - | — | — | — | $57K | 0.6% | |
| T. Rowe Price Retirement Blend 2020 Registered Investment Company - | — | — | — | $54K | 0.6% | |
| Fidelity Short-term Bond Index Registered Investment Company | — | — | — | $45K | 0.5% | |
| Fidelity US Bond Index Registered Investment Company - | — | — | — | $30K | 0.3% | |
| T. Rowe Price Government Index Registered Investment Company - | — | — | — | $5K | <0.1% | |
| Fidelity Total Intl Index Registered Investment Company | — | — | — | $3K | <0.1% |