Retirement plan

TYLER SALES CO., INC. 401(K) PROFIT SHARING PLAN

Name: TYLER SALES COMPANY, INC. - TYLER SALES CO., INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: TYLER SALES COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TYLER SALES CO., INC. 401(K) PROFIT SHARING PLAN, TYLER SALES COMPANY, INC.

TYLER SALES COMPANY, INC.EIN 38-1901178Plan #002PY 2025

2100 PARK STREET - MUSKEGON HEIGHTS, MI 49444231-722-3557

Other plans on this EIN

1 filing

#001Retirement-$1.8M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.6M

+21.9% from 2024

Total participants

+5.6% from 2024

Average account balance

$148,364

+15.5% from 2024

Annual return

17.43%

-0.29 pp from 2024

Benchmarks

See 3,711 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort3,711 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.64M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$148K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

135.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$232K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.43%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1064

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$40K

$1444 / participant

Other / not subdivided$40K100.0%

% of EOY assets

0.717%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$148,364

$114,712+29.3%

$173,730-14.6%

$87,485+69.6%

Participation rate

100.0%

73.0%+27.0pp

79.6%+20.4pp

68.9%+31.1pp

Annual return

17.43%

20.18%-2.8pp

19.96%-2.5pp

26.06%-8.6pp

Employer contribution / active EE

$2,871

$2,904-1.2%

$4,577-37.3%

$2,596+10.6%

Participant deferral / active EE

$5,412

$4,642+16.6%

$6,326-14.5%

$4,274+26.6%

Admin fee / account holder

$1,064

$10,210-89.6%

$17,523-93.9%

$7,775-86.3%

TYLER SALES CO., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TYLER SALES CO., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion