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Original filing (PDF)20250926090123NAL0003910643001
T.Y. LIN INTERNATIONAL GROUP, LTD
Form 5500
FILING_RECEIVED
GLOBAL INFRASTRUCTURE SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
2,148
Accounts w/ balance
3,014
Plan assets (EOY)
$443.6M
Net assets (EOY)
$443.6M
How this plan invests
This plan
18 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for T.Y. LIN INTERNATIONAL GROUP, LTD.
Plan sponsor
Name
T.Y. LIN INTERNATIONAL GROUP, LTD
EIN
94-3277448
Address
345 CALIFORNIA ST · SUITE 2300 · SAN FRANCISCO, CA · 94104
Phone
(415) 291-3700
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $175K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $133K | — |
| CAPFINANCIAL PARTNERS LLC. | 26-0058143 | — | CONSULTANT | $27K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRASSI & CO., CPAS P.C. | 11-3266576 | — | ACCOUNTANT/AUDITOR | $33K | — |
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/AUDITOR | $32K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
24 direct securities · 18 pooled funds· $633.8M(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.
Uncategorized
$322.5M
24 holdings
Common Collective Trust
$311.3M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $77.5M | 17.5% | |
| Fidelity 500 Index | — | — | — | $54.1M | 12.2% | |
| State Street Target Retirement 2030 VI | — | — | — | $31.1M | 7.0% | |
| SS TRGT RET 2030 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $31.1M | 7.0% | |
| State Street Target Retirement 2035 VI | — | — | — | $28.7M | 6.5% | |
| SS TRGT RET 2035 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $28.7M | 6.5% | |
| State Street Target Retirement 2025 VI | — | — | — | $23.1M | 5.2% | |
| SS TRGT RET 2025 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $23.1M | 5.2% | |
| State Street Target Retirement 2045 VI | — | — | — | $21.9M | 4.9% | |
| SS TRGT RET 2045 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $21.9M | 4.9% | |
| State Street Target Retirement 2040 VI | — | — | — | $21.2M | 4.8% | |
| SS TRGT RET 2040 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $21.2M | 4.8% | |
| State Street Target Retirement 2050 VI | — | — | — | $19.8M | 4.5% | |
| SS TRGT RET 2050 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $19.8M | 4.5% | |
| LS SMALL MID CP GR C LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 016 | Common Collective Trust | — | — | $16.4M | 3.7% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $15.2M | 3.4% | |
| Goldman Sachs Stable Value Institutional | — | — | — | $15.2M | 3.4% | |
| Fidelity Total International Index | — | — | — | $12.8M | 2.9% | |
| Neuberger Berman Large Cap Value R6 | — | — | — | $12.5M | 2.8% | |
| PIMCO Total Return Institutional | — | — | — | $12.5M | 2.8% | |
| State Street Target Retirement 2055 VI | — | — | — | $12.5M | 2.8% | |
| SS TRGT RET 2055 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $12.5M | 2.8% | |
| Victory Integrity Small Mid Cap Value | — | — | — | $10.8M | 2.4% | |
| VICT INT SMMDCP VL C GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 007 | Common Collective Trust | — | — | $10.8M | 2.4% | |
| State Street Target Retirement 2020 VI | — | — | — | $7.9M | 1.8% | |
| SS TRGT RET 2020 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $7.9M | 1.8% | |
| State Street Target Retirement 2060 VI | — | — | — | $6.4M | 1.4% | |
| SS TRGT RET 2060 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $6.4M | 1.4% | |
| State Street Target Retirement Income VI | — | — | — | $6.2M | 1.4% | |
| SS TRGT RET INC VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $6.2M | 1.4% | |
| WTC-CTF International Opportunities Portfolio | — | — | — | $6.0M | 1.4% | |
| WT INTL OPPS 4 WELLINGTON TRUST COMPANY, NA · EIN 27-3649481 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.4% | |
| Fidelity Extended Market Index | — | — | — | $5.7M | 1.3% | |
| Fidelity US Bond Index | — | — | — | $4.3M | 1.0% | |
| Invesco Stable Value | — | — | — | $4.2M | 0.9% | |
| INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $4.2M | 0.9% | |
| State Street Target Retirement 2065 VI | — | — | — | $2.2M | 0.5% | |
| SS TRGT RET 2065 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 049 | Common Collective Trust | — | — | $2.2M | 0.5% | |
| Interest-bearing cash | — | — | — | $1.7M | 0.4% | |
| PIMCO Inflation Response Multi Asset | — | — | — | $1.5M | 0.3% | |
| Fidelity Government Money Market | — | — | — | $48K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
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