Gretchen Rowe Owens signed Douglas A. THOM Clinic, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Douglas A. THOM Clinic, Inc.'s EIN is 04-2104268.
Download the official 2024 Form 5500 (PDF) for Douglas A. THOM Clinic, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Douglas A. THOM Clinic, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $133K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | ADVISOR | $57K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Equity Growth Class Z Mutual funds N/A | Mutual Funds | — | — | $4.1M | 10.4% | |
| Fidelity 500 Index Mutual funds N/A | Common Collective Trusts | — | — | $4.1M | 10.3% | |
| Lincoln Stable Value Account Guaranteed annuity contract N/A | Stable Value | — | — | $2.5M | 6.4% | |
| John Hancock Funds 2030 Lifetime Blend Class RB Mutual funds N/A | Other securities | — | — | $2.5M | 6.3% | |
| John Hancock Funds 2035 Lifetime Blend Class R6 Mutual funds N/A | Other securities | — | — | $2.3M | 5.9% | |
| Putnam Large Cap Value Mutual funds N/A | Mutual Funds | — | — | $2.3M | 5.7% | |
| John Hancock Funds 2045 Lifetime Blend Class RB Mutual funds N/A | Other securities | — | — | $2.2M | 5.5% | |
| John Hancock Funds 2050 Lifetime Blend Class RB Mutual funds N/A | Other securities | — | — | $2.2M | 5.5% | |
| John Hancock Funds 2055 Lifetime Blend Class RB Mutual funds N/A | Other securities | — | — | $2.1M | 5.2% | |
| John Hancock Funds 2025 Lifetime Blend Class R6 Mutual funds N/A | Other securities | — | — | $1.9M | 4.7% | |
| John Hancock Funds 2040 Lifetime Blend Class R6 Mutual funds N/A | Other securities | — | — | $1.7M | 4.2% | |
| Nuveen Dividend Growth Mutual funds N/A | Mutual Funds | — | — | $1.6M | 4.0% | |
| Virtus Kar Mid Cap Core Class R6 Mutual funds N/A | Other securities | — | — | $1.4M | 3.6% | |
| Fidelity Advisor Investment Grade Bond Class Z Mutual funds N/A | Mutual Funds | — | — | $1.3M | 3.2% | |
| Calvert Balanced Class R6 Mutual funds N/A | Other securities | — | — | $1.1M | 2.8% | |
| Mfs International Growth Class R6 Mutual funds N/A | Mutual Funds | — | — | $876K | 2.2% | |
| Mfs International Equity Mutual funds N/A | Mutual Funds | — | — | $740K | 1.9% | |
| John Hancock Funds 2020 Lifetime Blend Class R6 Mutual funds N/A | Other securities | — | — | $729K | 1.8% | |
| John Hancock Funds 2060 Lifetime Blend Class R6 Mutual funds N/A | Other securities | — | — | $613K | 1.5% | |
| Fidelity Mid Cap Index Mutual funds N/A | Mutual Funds | — | — | $566K | 1.4% | |
| Fidelity Advisor Small Cap Value Fund: Class Z Mutual funds N/A | Mutual Funds | — | — | $512K | 1.3% | |
| Mfs Mid Cap Value Class R6 Mutual funds N/A | Mutual Funds | — | — | $382K | 1.0% | |
| Eaton Vance Income Of Boston Class RB Mutual funds N/A | Other securities | — | — | $376K | 1.0% | |
| John Hancock Funds 2015 Lifetime Blend Class R6 Mutual funds N/A | Other securities | — | — | $355K | 0.9% | |
| Jpmorgan Investor Growth Class RB Mutual funds N/A | Other securities | — | — | $334K | 0.8% | |
| Cohen And Steers Institutional Realty Shares Mutual funds N/A | Other securities | — | — | $182K | 0.5% | |
| maturity varies through September 2032 - | Other securities | — | — | $178K | 0.4% | |
| Fidelity Total Bond KB Mutual funds N/A | Mutual Funds | — | — | $154K | 0.4% | |
| Nuveen International Equity Index Mutual funds N/A | Common Collective Trusts | — | — | $119K | 0.3% | |
| Vanguard Wellesley Income Admiral Shares Mutual funds N/A | Mutual Funds | — | — | $100K | 0.3% | |
| John Hancock Funds 2065 Lifetime Blend Class R6 Mutual funds N/A | Other securities | — | — | $99K | 0.2% | |
| Fidelity Small Cap Growth K6 Mutual funds N/A | Mutual Funds | — | — | $52K | 0.1% | |
| Fidelity Small Cap Index Mutual funds N/A | Mutual Funds | — | — | $45K | 0.1% | |
| John Hancock Disciplined Value International Class RB Mutual funds N/A | Other securities | — | — | $26K | <0.1% | |
| John Hancock Small Cap Core Class R6 Mutual funds N/A | Other securities | — | — | $24K | <0.1% | |
| Oakmark Equity And Income Class Institutional Mutual funds N/A | Other securities | — | — | $19K | <0.1% | |
| Mis Growth Allocation Class R4 Mutual funds N/A | Other securities | — | — | $19K | <0.1% | |
| John Hancock Funds 2010 Lifetime Blend Class R6 Mutual funds N/A | Other securities | — | — | $18K | <0.1% | |
| SECURED RETIREMENT INCOME LINCOLN FINANCIAL GROUP · EIN 35-0472300 / PN 900 | Pooled Separate Account | — | — | $226 | <0.1% |
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