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Original filing (PDF)20251007130202NAL0002693907001
DYSONS INC.
Form 5500
FILING_RECEIVED
DYSONS INC. 401K PLAN
401(k) retirement plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
234
Accounts w/ balance
130
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "NUVEEN" is 25% of plan.
- No recordkeeper disclosed on Schedule C.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (20 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DYSONS INC..
Plan sponsor
Name
DYSONS INC.
EIN
82-0250931
Address
1880 KIMBERLY RD. · TWIN FALLS, ID · 83301
Phone
(208) 734-2204
Industry
Retail 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COOPER NORMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INNOVEST PORTFOLIO SOLUTIONS | 84-1612955 | — | NONE | $13K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $1K | — |
Investments
26 direct securities · 1 pooled fund· $13.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$6.9M
26 holdings
Pooled Separate Account
$6.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $6.8M | 97.7% | |
| NUVEEN | — | — | — | $1.7M | 25.0% | |
| NUVEEN | — | — | — | $775K | 11.2% | |
| NUVEEN | — | — | — | $612K | 8.8% | |
| NUVEEN | — | — | — | $404K | 5.8% | |
| NUVEEN | — | — | — | $385K | 5.5% | |
| NUVEEN | — | — | — | $355K | 5.1% | |
| FIDELITY | — | — | — | $317K | 4.6% | |
| FIDELITY | — | — | — | $304K | 4.4% | |
| FIDELITY | — | — | — | $299K | 4.3% | |
| CATHOLIC RESPONSIBLE INVESTMENTS | — | — | — | $216K | 3.1% | |
| NUVEEN | — | — | — | $200K | 2.9% | |
| NUVEEN | — | — | — | $189K | 2.7% | |
| NUVEEN | — | — | — | $180K | 2.6% | |
| AMERICAN FUNDS | — | — | — | $136K | 2.0% | |
| FIDELITY | — | — | — | $135K | 1.9% | |
| DODGE & COX | — | — | — | $119K | 1.7% | |
| FIDELITY | — | — | — | $110K | 1.6% | |
| NUVEEN | — | — | — | $104K | 1.5% | |
| AMERICAN UNITED LIFE INS CO | — | — | — | $70K | 1.0% | |
| PARTICIPANTS | — | — | — | $68K | 1.0% | |
| JPMORGAN | — | — | — | $55K | 0.8% | |
| NUVEEN | — | — | — | $46K | 0.7% | |
| FIDELITY | — | — | — | $36K | 0.5% | |
| VICTORY | — | — | — | $33K | 0.5% | |
| NUVEEN | — | — | — | $22K | 0.3% | |
| DODGE & COX | — | — | — | $4K | <0.1% |
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