How big is David Thalmann's plan?

David Thalmann's plan reported $516K in assets and 4 participants for 2024.

Original filing (PDF)20250730132406NAL0008300994001

David Thalmann

Name: David Thalmann — Redwood Library and Athenaeum 403, Form 5500 (2024)
Creator: David Thalmann
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Redwood Library and Athenaeum 403 (B) TDA Plan

Defined-contribution retirement plan · David Thalmann's Redwood Library and Athenaeum 403 (B) TDA Plan held $516K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$516K

Net assets (EOY)

$516K

People on this filing

David Thalmann signed David Thalmann's 2024 Form 5500 as plan administrator.

David Thalmann — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David Thalmann's EIN is 05-0260678.

EIN 05-0260678

Plan number 002

Plan year 2024

ACK ID 20250730132406NAL0008300994001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Thalmann from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID THALMANN.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

DAVID THALMANN

DBA

REDWOOD LIBRARY & ATHENAEUM

EIN

all filings

Address

50 BELLEVUE AVE · NEWPORT, RI · 028403229

Phone

(401) 847-0292

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