Steven Dieterle signed Third Way's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Third Way's EIN is 20-1734070.
Download the official 2024 Form 5500 (PDF) for Third Way from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Third Way's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA FINANCIAL | — | AUSTIN, TX | NONE | $24K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND III CL I1 GREAT GRAY TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.4M | 18.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $1.9M | 14.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | Mutual Funds | — | — | $1.6M | 12.1% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Mutual Funds | — | — | $938K | 7.3% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $889K | 6.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Mutual Funds | — | — | $619K | 4.8% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | Mutual Funds | — | — | $595K | 4.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $565K | 4.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Mutual Funds | — | — | $563K | 4.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | Mutual Funds | — | — | $496K | 3.8% | |
| LARGE CAP VALUE I1 GREAT GRAY TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $462K | 3.6% | |
| MFS MID CAP VALUE CIT 2W GREAT GRAY TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $446K | 3.5% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $279K | 2.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $279K | 2.2% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $224K | 1.7% | |
| EMERGING MARKETS FUND II I1 GREAT GRAY TRUST · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $172K | 1.3% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | Mutual Funds | — | — | $123K | 1.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Mutual Funds | — | — | $102K | 0.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Mutual Funds | — | — | $101K | 0.8% | |
| BlackRock High Yield Portfolio K BlackRock 0 | Other securities | — | — | $44K | 0.3% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $42K | 0.3% | |
| STABLE VALUE FUND CL I1 GREAT GRAY TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $37K | 0.3% | |
| AB Global Bond Z Alliance Bernstein 0 | Other securities | — | — | $36K | 0.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | Mutual Funds | — | — | $26K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $23K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | Mutual Funds | — | — | $14K | 0.1% | |
| Vanguard High Yield Corp Adm Vanguard 0 | Mutual Funds | — | — | $5K | <0.1% | |
| EMERGING MARKETS I1 GREAT GRAY TRUST · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
