Back to filter
Original filing (PDF)20251006052204NAL0003235041001
THINK SYSTEMS, INC.
Form 5500
FILING_RECEIVED
THINK SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~76 bps in Sched C fees
Active participants
139
Accounts w/ balance
138
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
1 pooled trust
Schedule D
59 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 76 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THINK SYSTEMS, INC..
Plan sponsor
Name
THINK SYSTEMS, INC.
EIN
20-0687239
Address
1954 GREENSPRING DRIVE · SUITE 745 · TIMONIUM, MD · 21093
Phone
(804) 928-1899
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO 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 | $26K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $28K | — |
Investments
40 direct securities · 1 pooled fund· $7.7M(100% 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
$6.4M
23 holdings
Uncategorized
$957K
17 holdings
Common Collective Trust
$332K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2050 Fund Mutual Fund NR | Registered Investment Companies | — | — | $1.1M | 15.5% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund NR | Registered Investment Companies | — | — | $1.0M | 14.5% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $795K | 11.2% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund NR | Registered Investment Companies | — | — | $714K | 10.1% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $555K | 7.8% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $428K | 6.0% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $358K | 5.0% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $353K | 5.0% | |
| American Funds Capital Income Builder Fund Mutual Fund NR | — | — | — | $353K | 5.0% | |
| INV STABLE VALUE RETIRE FD 1 INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $332K | 4.7% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $316K | 4.5% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $235K | 3.3% | |
| Royce Small-Cap Fund Mutual Fund NR 387 American Century Mid Cap Value Fund Mutual Fund NR 894 T. Rowe Price Retirement 2060 Fund Mutual Fund NR | — | — | — | $185K | 2.6% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund NR | Registered Investment Companies | — | — | $170K | 2.4% | |
| Vanguard Small Cap Value Growth Index Fund Mutual Fund NR | — | — | — | $113K | 1.6% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $113K | 1.6% | |
| MFS Mid Cap Growth Fund Mutual Fund NR | — | — | — | $88K | 1.2% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $71K | 1.0% | |
| American Funds Capital World Growth and Income Fund Mutual Fund NR | — | — | — | $71K | 1.0% | |
| AMERICAN FUNDS INV CO OF AM R6 | Registered Investment Companies | — | — | $43K | 0.6% | |
| American Funds New Perspective Fund Mutual Fund NR | — | — | — | $39K | 0.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $39K | 0.6% | |
| BlackRock Inflation Protected Bond Fund Mutual Fund NR | Registered Investment Companies | — | — | $27K | 0.4% | |
| PGIM Global Total Return Fund Mutual Fund NR | Registered Investment Companies | — | — | $24K | 0.3% | |
| Invesco Oppenheimer International Growth Fund Mutual Fund NR | — | — | — | $24K | 0.3% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $24K | 0.3% | |
| Various, bearing interest * Participant loans from 7.50% - 9.50% - | — | — | — | $20K | 0.3% | |
| T. Rowe Price Equity Income Fund Mutual Fund NR | — | — | — | $14K | 0.2% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $13K | 0.2% | |
| Vanguard High-Yield Corporate Fund Mutual Fund NR | — | — | — | $13K | 0.2% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $12K | 0.2% | |
| BlackRock Global Allocation Fund Mutual Fund NR | — | — | — | $12K | 0.2% | |
| Oakmark International Fund Mutual Fund NR | — | — | — | $9K | 0.1% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $5K | <0.1% | |
| BlackRock Total Return Fund Mutual Fund NR | — | — | — | $4K | <0.1% | |
| American Funds New World Fund Mutual Fund NR | — | — | — | $4K | <0.1% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $3K | <0.1% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
Related plans
Other plans using MERRILL LYNCH PIERCE FENNER & SMITH
AMGEN INC.
AMGEN RETIREMENT AND SAVINGS PLAN
$7.7B · 14,965 participants
MACYS, INC.
MACYS INC 401(K) RETIREMENT INVESTMENT PLAN
$4.6B · 103,247 participants
WASTE MANAGEMENT, INC.
WASTE MANAGEMENT RETIREMENT SAVINGS PLAN
$4.1B · 38,168 participants
MACYS INC
MACYS INC CASH ACCOUNT PENSION PLAN
$1.9B · 15,538 participants
PENSION PLAN OF LOCAL 464A
PENSION PLAN OF LOCAL 464A
$1.2B · 7,332 participants
MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH AND
DULY HEALTH AND CARE 401(K) PLAN
$1.1B · 6,585 participants
Similar-size Data Processing, Hosting plans
HEALTHCARE ADMINISTRATIVE PARTNERS, LLC
HAP 401(K) PLAN
$7.1M · 135 participants
MONTE CARLO DATA
MONTE CARLO DATA 401(K) PLAN
$7.0M · 128 participants
MERCHANT PARTNERS LLC
MERCHANT PARTNERS LLC 401K PLAN
$7.2M · 104 participants
MERSIVE TECHNOLOGIES, INC.
MERSIVE TECHNOLOGIES, INC. 401(K) AND PROFIT SHARING PLAN
$7.0M · 43 participants
DATA.WORLD, INC.
DATA.WORLD 401(K) PLAN
$7.2M · 113 participants
ALTANOVO, INC.
ALTANOVO, INC. 401(K) PLAN
$7.2M · 64 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B