Joanne Finlay signed Therm, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Therm, Incorporated's EIN is 15-0468315.
Download the official 2024 Form 5500 (PDF) for Therm, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Therm, Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ENHCNACEMENT GROUP | 41-2016508 | PITTSFORD, NY | NONE | $74K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Interest-Bearing Cash | Cash / Money Market | — | — | $718K | 6.4% | |
| Schwab International | Mutual Funds | — | — | $578K | 5.1% | |
| Schwab US Large Cap ETF | Mutual Funds | — | — | $411K | 3.7% | |
| Schwab Emerging Markets | Mutual Funds | — | — | $385K | 3.4% | |
| Microsoft Corp | Common Stocks | — | — | $326K | 2.9% | |
| Amazon.com Inc | Common Stocks | — | — | $311K | 2.8% | |
| Apple Inc | Common Stocks | — | — | $309K | 2.7% | |
| Schwab US Small Cap ETF | Mutual Funds | — | — | $296K | 2.6% | |
| Alphabet Inc. | Common Stocks | — | — | $206K | 1.8% | |
| US Treasury Notes | U.S. Treasuries | — | — | $194K | 1.7% | |
| Boeing Co | Common Stocks | — | — | $171K | 1.5% | |
| Nvidia Corp | Common Stocks | — | — | $150K | 1.3% | |
| US Treasury Notes | U.S. Treasuries | — | — | $144K | 1.3% | |
| Tesla Inc | Common Stocks | — | — | $140K | 1.2% | |
| US Treasury Notes | U.S. Treasuries | — | — | $137K | 1.2% | |
| Participant Loans | Participant loans | — | — | $132K | 1.2% | |
| Eaton Corp | Common Stocks | — | — | $131K | 1.2% | |
| Devon Energy Corp | Common Stocks | — | — | $130K | 1.2% | |
| Berkshire Hathaway Inc | Common Stocks | — | — | $124K | 1.1% | |
| US Treasury Notes | U.S. Treasuries | — | — | $122K | 1.1% | |
| Air Prod & Chemicals | Other securities | — | — | $122K | 1.1% | |
| Amgen Inc. | Common Stocks | — | — | $121K | 1.1% | |
| Disney Walt Co | Common Stocks | — | — | $121K | 1.1% | |
| UnitedHealth Grp Inc | Common Stocks | — | — | $118K | 1.0% | |
| Amazon.com Inc | Common Stocks | — | — | $110K | 1.0% | |
| Nextera Energy Inc | Common Stocks | — | — | $107K | 0.9% | |
| Walmart | Other securities | — | — | $106K | 0.9% | |
| Intuitive Surgical | Other securities | — | — | $105K | 0.9% | |
| Johnson & Johnson | Other securities | — | — | $103K | 0.9% | |
| Service Now Inc | Common Stocks | — | — | $102K | 0.9% | |
| Microsoft Corp | Common Stocks | — | — | $101K | 0.9% | |
| Apple Inc | Common Stocks | — | — | $99K | 0.9% | |
| Palo Alto Networks | Other securities | — | — | $98K | 0.9% | |
| Mastercard Inc | Common Stocks | — | — | $97K | 0.9% | |
| US Treasury Notes | U.S. Treasuries | — | — | $95K | 0.8% | |
| Anglo American PLC | Common Stocks | — | — | $94K | 0.8% | |
| Wells Fargo & Co | Common Stocks | — | — | $93K | 0.8% | |
| Constellation Brand | Other securities | — | — | $88K | 0.8% | |
| Procter & Gamble Co | Common Stocks | — | — | $86K | 0.8% | |
| Terex Corp | Common Stocks | — | — | $86K | 0.8% | |
| US Treasury Notes | U.S. Treasuries | — | — | $86K | 0.8% | |
| Crowdstrike Hldgs Inc | Common Stocks | — | — | $80K | 0.7% | |
| PNC Finl Services | Other securities | — | — | $78K | 0.7% | |
| Alphabet Inc | Common Stocks | — | — | $78K | 0.7% | |
| Chubb Ltd | Common Stocks | — | — | $77K | 0.7% | |
| JPMorgan Chase & Co | Common Stocks | — | — | $76K | 0.7% | |
| General Dynamics Corp | Common Stocks | — | — | $75K | 0.7% | |
| McDonalds Corp | Common Stocks | — | — | $75K | 0.7% | |
| Zoetis Inc | Common Stocks | — | — | $72K | 0.6% | |
| TJX Companies Inc | Common Stocks | — | — | $70K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
