# Tilley Distribution, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tilley-distribution-inc-401k-plan

> Tilley Distribution, INC.'s 401(k) plan: 293 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tilley Distribution, INC.

- **Sponsor EIN:** 854364268

- **Sponsor Address:** 501 CHESAPEAKE PARK PLAZA, BALTIMORE, MD, 21220

- **Plan Type:** 401(k)

- **Total Participants:** 293

- **Total Assets:** $33.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|293|$33.2M|$1.1M|$2.0M|

| 2023|313|$40.8M|$1.4M|$1.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CREATIVE PLANNING LLC|ADVISORS|$47,505|—|$47,505|

| JOHN HANCOCK|RETAINED BY EMPLOYER|$30,928|—|$30,928|

| SMITH AND HOWARD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISORS

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $78,433

- **Estimated Expense Ratio:** 0.236% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$79,135|$48,207|$30,928|—|—|

| 2023|$67,434|$37,020|$30,414|—|—|

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