How big is Tilley Distribution, Inc.'s plan?

Tilley Distribution, Inc.'s plan reported $33.2M in assets and 293 participants for 2024.

Original filing (PDF)20260121133808NAL0004329841001

Tilley Distribution, Inc.

Name: Tilley Distribution, Inc. — Tilley Distribution, Form 5500 (2024)
Creator: Tilley Distribution, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Tilley Distribution, Inc. Retirement Plan

401(k) retirement plan · Tilley Distribution, Inc.'s Tilley Distribution, Inc. Retirement Plan held $33.2M in plan assets for 293 participants in 2024, with John Hancock as recordkeeper.

Signals · 2

Late filing · 2.2 moLate participant contributions

Active participants

293

Accounts w/ balance

412

Plan assets (EOY)

$33.2M

Net assets (EOY)

$33.2M

People on this filing

Erika Blue signed Tilley Distribution, Inc.'s 2024 Form 5500 as plan administrator.

Erika Blue — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tilley Distribution, Inc.'s EIN is 85-4364268.

EIN 85-4364268

Plan number 001

Plan year 2024

ACK ID 20260121133808NAL0004329841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tilley Distribution, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tilley Distribution, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, automatic enrollment.

Decision-maker contacts

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How this plan invests

This plan

2 pooled trusts

Schedule D

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 2.2 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 4K (0% of contributions).

Plan sponsor

Name

TILLEY DISTRIBUTION, INC.

EIN

all filings

Address

501 CHESAPEAKE PARK PLAZA · BALTIMORE, MD · 21220

Phone

(410) 574-4500

Industry

Wholesale Trade

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

2026-01-21

Pension benefit codes

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	—	RETAINED BY EMPLOYER	$31K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING LLC	84-4519624	—	ADVISORS	$48K	—

Investments

31 direct securities · 2 pooled funds· $33.2M(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.

Mutual Funds

$28.1M

17 holdings

Common Collective Trust

$1.9M

2 holdings

Common Collective Trusts

$1.8M

4 holdings

Other securities

$910K

8 holdings

Bonds / Notes

$468K

1 holding

Common Stocks

$46K

1 holding

					% of plan
Vanguard Target Ret 2025 Fund	Mutual Funds	—	—	$6.1M	18.5%
Vanguard Target Ret 2030 Fund	Mutual Funds	—	—	$4.6M	14.0%
Vanguard Target Ret 2035 Fund	Mutual Funds	—	—	$3.2M	9.5%
Vanguard Target Ret 2020 Fund	Mutual Funds	—	—	$3.1M	9.3%
Vanguard Target Ret 2040 Fund	Mutual Funds	—	—	$3.1M	9.3%
Vanguard Target Ret 2050 Fund	Mutual Funds	—	—	$3.0M	9.1%
Vanguard Target Ret 2045 Fund	Mutual Funds	—	—	$2.2M	6.5%
Vanguard Target Ret 2055 Fund	Mutual Funds	—	—	$1.7M	5.1%
METLIFE SV SERIES 25053 CL 0 RELIANCE TRUST CO - METLIFE SV · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$1.6M	4.9%
Fidelity 500 Index Fd	Common Collective Trusts	—	—	$1.5M	4.5%
AllianceBernstein AB Large Cap Growth Z	Other securities	—	—	$600K	1.8%
Vanguard Target Ret Income Fd	Mutual Funds	—	—	$530K	1.6%
Participants loans Interest rates ranging from 4.25% to 9.50% 0	Bonds / Notes	—	—	$468K	1.4%
Vanguard Target Ret 2060 Fund	Mutual Funds	—	—	$368K	1.1%
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$228K	0.7%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$142K	0.4%
Vanguard Target Ret 2065 Fund	Mutual Funds	—	—	$113K	0.3%
JP Morgan JP Morgan Equity Income R6	Other securities	—	—	$103K	0.3%
Fidelity Sm Cap Index Fund	Common Collective Trusts	—	—	$93K	0.3%
BlackRock MC Gth Eqty Prt K	Other securities	—	—	$84K	0.3%
Fidelity Strategic Income Fd	Mutual Funds	—	—	$74K	0.2%
Fidelity International Idx Fd	Common Collective Trusts	—	—	$56K	0.2%
John Hancock John Hancock Disc Val MC R6	Other securities	—	—	$47K	0.1%
Capital Group American New World Fund R6	Common Stocks	—	—	$46K	0.1%
Fidelity US Bond Index Fd	Mutual Funds	—	—	$35K	0.1%
BlackRock High Yld Bd Prt K	Other securities	—	—	$31K	<0.1%
PIMCO Total Return Instl	Mutual Funds	—	—	$31K	<0.1%
JP Morgan JPMorgan US Govt MMkt Cap	Other securities	—	—	$31K	<0.1%
Invesco Discovery R6	Mutual Funds	—	—	$15K	<0.1%
Columbia Small Cap Value II R5	Other securities	—	—	$10K	<0.1%
MFS Intntl Intrinsic Value R6	Mutual Funds	—	—	$9K	<0.1%
Cohen & Steers Cohen & Steers Realty Shares Z	Other securities	—	—	$4K	<0.1%
Vanguard Target Ret 2070 Fund	Mutual Funds	—	—	$4K	<0.1%