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Original filing (PDF)20250818050956NAL0001942162001
THOMPSON & JOHNSON EQUIPMENT CO.
Form 5500
FILING_RECEIVED
THOMPSON & JOHNSON EQUIPMENT CO., INC. PROFIT SHARING AND RET
401(k) retirement plan
Active participants
151
Accounts w/ balance
185
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 59% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMPSON & JOHNSON EQUIPMENT CO..
Plan sponsor
Name
THOMPSON & JOHNSON EQUIPMENT CO.
EIN
15-0562460
Address
6926 FLY RD · EAST SYRACUSE, NY · 13057
Phone
(315) 413-4126
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FUSTCHARLES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $27K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST, NATIONAL ASSOCIAT | 16-1486454 | — | INVESTMENT/FINANCIAL ADVI | $27K | — |
Investments
21 direct securities · 1 pooled fund· $11.6M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$10.2M
21 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $2.2M | 18.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 17.8% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.4M | 12.0% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $842K | 7.2% | |
| T ROWE LARGE CAP GROWTH I | Registered Investment Companies | — | — | $754K | 6.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $733K | 6.2% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $693K | 5.9% | |
| COLUMBIA TOTAL RETURN BOND I | Registered Investment Companies | — | — | $532K | 4.5% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $494K | 4.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $358K | 3.0% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $315K | 2.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $284K | 2.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $279K | 2.4% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $164K | 1.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $141K | 1.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $84K | 0.7% | |
| AB SMALL CAP GROWTH I | Registered Investment Companies | — | — | $71K | 0.6% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $66K | 0.6% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $59K | 0.5% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $34K | 0.3% | |
| MACQUARIE MID CAP GROWTH INST | Registered Investment Companies | — | — | $27K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 143 REGISTERED INVESTMENT COMPANY AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $4K | <0.1% |