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Original filing (PDF)20251007164133NAL0002612595002
THOMPSON CONCRETE MANAGEMENT, LTD
Form 5500
FILING_RECEIVED
THOMPSON CONCRETE, LTD RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
417
Accounts w/ balance
325
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
53 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
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMPSON CONCRETE MANAGEMENT, LTD.
Plan sponsor
Name
THOMPSON CONCRETE MANAGEMENT, LTD
EIN
20-1896001
Address
PO BOX 440 · 6182 WINCHESTER RD · CARROLL, OH · 43112
Phone
(740) 756-7256
Industry
Constructionsee 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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PW PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLANS INC. | 90-0734163 | — | INVESTMENT ADVISORY-PLAN | $25K | — |
Investments
38 direct securities· $12.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Frdm Idx 2050 Instl Prem | — | — | — | $1.6M | 13.9% | |
| Fidelity Frdm Idx 2055 Instl Prem | — | — | — | $1.2M | 10.4% | |
| Fidelity Frdm Idx 2040 Instl Prem | — | — | — | $1.0M | 8.8% | |
| Fidelity Frdm Idx 2045 Instl Prem | — | — | — | $982K | 8.6% | |
| Fidelity Frdm Idx 2060 Instl Prem | — | — | — | $842K | 7.4% | |
| Fidelity Freedom Index 2035 Institutional Premium Class Mutual Funds | — | — | — | $604K | 5.3% | |
| Fidelity 500 Index Fund Mutual Funds | — | — | — | $559K | 4.9% | |
| Transamerica Life Ins. Co. Insurance Company/General Account | — | — | — | $553K | 4.8% | |
| Transamerica Stable Value Core Option Stable Value Fund | — | — | — | $553K | 4.8% | |
| Fidelity Frdm Idx 2025 Instl Prem | — | — | — | $464K | 4.1% | |
| Schwab Fundamental US Large Company Index Mutual Funds | — | — | — | $458K | 4.0% | |
| PGIM High Yield R6 Mutual Funds | — | — | — | $430K | 3.8% | |
| Vanguard Developed Mkt Idx Admiral | — | — | — | $332K | 2.9% | |
| Fidelity Freedom Index 2020 Institutional Premium Class Mutual Funds | — | — | — | $274K | 2.4% | |
| Fidelity Freedom Index 2030 Institutional Premium Class Mutual Funds | — | — | — | $230K | 2.0% | |
| Vanguard US Growth Admiral Mutual Funds | — | — | — | $221K | 1.9% | |
| Vanguard Intermed-Term Bd Idx Adm | — | — | — | $152K | 1.3% | |
| Nuveen Real Estate Securities Institutional Mutual Funds | — | — | — | $152K | 1.3% | |
| Vanguard Balanced Index Admiral Mutual Funds | — | — | — | $144K | 1.3% | |
| MFS Mid Cap Value R6 Mutual Funds | — | — | — | $123K | 1.1% | |
| Fidelity Extended Market Index Mutual Funds | — | — | — | $123K | 1.1% | |
| Fidelity Freedom Index 2065 Institutional Premium Class Mutual Funds | — | — | — | $118K | 1.0% | |
| DFA International Small Company Mutual Funds | — | — | — | $115K | 1.0% | |
| Fidelity Emerging Markets Mutual Funds | — | — | — | $114K | 1.0% | |
| Vanguard Small Cap Value Index Admiral Mutual Funds | — | — | — | $97K | 0.9% | |
| DFA Inflation-Protected Securities Mutual Funds | — | — | — | $95K | 0.8% | |
| Dimensional DFA Infl-Prtctd Sec I | — | — | — | $95K | 0.8% | |
| American Funds Bond Fund of America R6 Mutual Funds | — | — | — | $92K | 0.8% | |
| BlackRock Mid-Cap Growth Equity Mutual Funds | — | — | — | $86K | 0.8% | |
| American Funds New Perspective Fund Mutual Funds | — | — | — | $69K | 0.6% | |
| Fidelity Small Cap Index Fund Mutual Funds | — | — | — | $46K | 0.4% | |
| Lord Abbett Bond Debenture R6 Mutual Funds | — | — | — | $44K | 0.4% | |
| Lord Abbett Developing Growth R6 Mutual Funds | — | — | — | $43K | 0.4% | |
| Vanguard Information Technology Index Admiral Mutual Funds | — | — | — | $40K | 0.4% | |
| Vanguard International Growth Admiral Mutual Funds | — | — | — | $18K | 0.2% | |
| BlackRock Health Sciences Opportunities Institutional Mutual Funds | — | — | — | $11K | 0.1% | |
| Janus Henderson Developed World Bond I Mutual Funds | — | — | — | $5K | <0.1% | |
| Janus Henderson Dev World Bd I | — | — | — | $5K | <0.1% |