Filings through Oct 24, 2026.

Retirement plan

The Tico Group, LLC 401(k) Plan

Name: THE TICO GROUP, LLC - THE TICO GROUP, LLC 401(K) PLAN (2024) Form 5500
Creator: THE TICO GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE TICO GROUP, LLC 401(K) PLAN, THE TICO GROUP, LLC

The Tico Group, LLCEIN 45-3630579Plan #001PY 2024

898 UNION STREET, 1B - BROOKLYN, NY 11215603-556-8500hrtico.comLinkedIn201-500 employeeshuman resources

Prospect flagsPossible retail share class: $3.2MFew collective trustsFund lineup: 9 funds, $9.3M

How to read this page

Total assets (EOY)

$9.8M

+20.5% from 2023

Total participants

323

-6.6% from 2023

Average account balance

$35,939

+24.9% from 2023

Annual return

13.92%

-0.87 pp from 2023

Benchmarks

See 1,430 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort1,430 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$7,171
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984	Other Services	$0
LPL FINANCIAL4 years Filed as: LPL FINANCIALBCG PENSIONMARK Service code 49 100 GRANDVIEW ROAD · BRAINTREE, MA 02184	Other Services	$0

Fund lineup

CSV with Pro

9 funds of $250K or more; 22 lines in all, holding $9.3M of the plan's $9.8M. From the 2024 filing. Recordkeeper: ADP.

In collective trusts0%median 0% for plans of $5M to $50M (35,181 plans)

In index funds4%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series55%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Target-date series: T. Rowe Price Retirement, mutual fund, 55% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages	T. Rowe Price	Mutual fund	$5.1M	55.0%
Franklin Growth A Franklin Templeton · Mutual fund Possible retail class A	Franklin Templeton	Mutual fund	$742K	7.9%
JPMorgan Mid Cap Growth Fund Class R3 JPMorgan · Mutual fund Possible retail class R3	JPMorgan	Mutual fund	$591K	6.3%
Putnam Stable Value Fund Franklin Templeton · Stable value Stable value	Franklin Templeton	Stable value	$336K	3.6%
Victory Sycamore Established Value Fund Class A Victory Capital · Mutual fund Possible retail class A	Victory Capital	Mutual fund	$269K	2.9%
Victory RS Global Fund Class A Victory Capital · Mutual fund Possible retail class A	Victory Capital	Mutual fund	$240K	2.6%
Janus Henderson Triton Fund Class S Janus Henderson · Mutual fund	Janus Henderson	Mutual fund	$232K	2.5%
Lord Abbett Core Plus Bond Fund Class R3 Lord Abbett · Mutual fund Possible retail class R3	Lord Abbett	Mutual fund	$225K	2.4%
JPMorgan U.S. Small Company Fund Class R3 JPMorgan · Mutual fund Possible retail class R3	JPMorgan	Mutual fund	$211K	2.3%
Washington Mutual Investors Fund Class R-4 Capital Group · Mutual fund	Capital Group	Mutual fund	$206K	2.2%

See the other 12 lines in this lineup with Solo.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3B3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$11K

$46 / participant

Recordkeeping$7K65.4%
Investment mgmt$4K34.6%

% of EOY assets

0.113%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CARON & BLETZER PLLC
Auditor EIN: 043499945
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

ADP BROKER-DEALER5 years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$7,171

ADP BROKER-DEALER9 years

Service code 49 · EIN 22-3319984

Other Services

LPL FINANCIAL4 years

Filed as: LPL FINANCIALBCG PENSIONMARK

Service code 49

100 GRANDVIEW ROAD · BRAINTREE, MA 02184

Other Services

Fund

Dollars

% of funds%

T. Rowe Price Retirement

T. Rowe Price · Mutual fund

Target-date, 11 vintages

$5.1M

55.0%

Franklin Growth A

Franklin Templeton · Mutual fund

Possible retail class A

$742K

7.9%

JPMorgan Mid Cap Growth Fund Class R3

JPMorgan · Mutual fund

Possible retail class R3

$591K

6.3%

Putnam Stable Value Fund

Franklin Templeton · Stable value

Stable value

$336K

3.6%

Victory Sycamore Established Value Fund Class A

Victory Capital · Mutual fund

Possible retail class A

$269K

2.9%

Victory RS Global Fund Class A

Victory Capital · Mutual fund

Possible retail class A

$240K

2.6%

Janus Henderson Triton Fund Class S

Janus Henderson · Mutual fund

$232K

2.5%

Lord Abbett Core Plus Bond Fund Class R3

Lord Abbett · Mutual fund

Possible retail class R3

$225K

2.4%

JPMorgan U.S. Small Company Fund Class R3

JPMorgan · Mutual fund

Possible retail class R3

$211K

2.3%

Washington Mutual Investors Fund Class R-4

Capital Group · Mutual fund

$206K

2.2%

The Tico Group, LLC 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

The Tico Group, LLC 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion