How big is THEA Enterprises LLC's plan?

THEA Enterprises LLC's plan reported $13.3M in assets and 134 participants for 2024.

Original filing (PDF)20250911133942NAL0000247251001

THEA Enterprises LLC

Name: THEA Enterprises LLC — THEA Enterprises LLC 401(k), Form 5500 (2024)
Creator: THEA Enterprises LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

THEA Enterprises LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · THEA Enterprises LLC's THEA Enterprises LLC 401(k) Profit Sharing Plan & Trust held $13.3M in plan assets for 134 participants in 2024, with Paychex as recordkeeper.

Active participants

134

Accounts w/ balance

214

Plan assets (EOY)

$13.3M

Net assets (EOY)

$13.3M

People on this filing

John Bradley signed THEA Enterprises LLC's 2024 Form 5500 as plan administrator.

John Bradley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

THEA Enterprises LLC's EIN is 22-3412646.

EIN 22-3412646

Plan number 003

Plan year 2024

ACK ID 20250911133942NAL0000247251001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for THEA Enterprises LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

THEA Enterprises LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THEA ENTERPRISES LLC.

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

THEA ENTERPRISES LLC

EIN

all filings

Address

380 ALLWOOD RD · CLIFTON, NJ · 070121702

Phone

(973) 894-1116

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$25K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS - RETIREMENT PLAN CONSULTING	—	NASHVILLE, TN	ADVISOR	$26K	—

Investments

26 direct securities· $13.3M(100% of reported assets)

Mutual Funds

$8.6M

16 holdings

Other securities

$4.5M

9 holdings

Bonds / Notes

$166K

1 holding

					% of plan
American Funds 2010 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$2.5M	18.5%
JP Morgan JPMorgan Large Cap Growth Fund Class R6	Other securities	—	—	$1.9M	14.0%
JP Morgan JPMorgan Large Cap Core Plus Fund Class A Shares	Other securities	—	—	$1.3M	9.9%
American Funds 2030 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$1.2M	8.8%
American Funds 2035 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$865K	6.5%
Baron Focused Growth Fund Institutional Shares	Other securities	—	—	$746K	5.6%
American Funds 2050 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$733K	5.5%
Vanguard Cash Reserves Federal Money Market Fund Admiral Shares	Mutual Funds	—	—	$683K	5.1%
American Funds 2040 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$476K	3.6%
American Funds 2045 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$466K	3.5%
American Funds 2025 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$358K	2.7%
American Funds 2055 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$355K	2.7%
Vanguard Tax-Managed Small Cap Fund Admiral Shares	Mutual Funds	—	—	$312K	2.3%
American Funds 2060 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$283K	2.1%
American Funds 2020 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$254K	1.9%
Eaton Vance Eaton Vance Core Plus Bond Fund Class I	Other securities	—	—	$233K	1.8%
Macquarie Systematic Emerging Markets Equity Fund Class I	Other securities	—	—	$211K	1.6%
Notes Receivable from Participants Interest rate of 4.25% - 9.5%	Bonds / Notes	—	—	$166K	1.2%
Fidelity Advisor Value Strategies Fund - Class M	Mutual Funds	—	—	$124K	0.9%
Thornburg Better World International Fund Class I	Other securities	—	—	$63K	0.5%
T. Rowe Price T. Rowe Price Global Multi-Sector Bond Fund I Class	Other securities	—	—	$56K	0.4%
PIMCO Income Fund Institutional Class	Mutual Funds	—	—	$40K	0.3%
Harding Loevner Harding Loevner International Equity Portfolio Institutional Class	Other securities	—	—	$34K	0.3%
American Funds 2015 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$10K	<0.1%
American Funds 2065 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$9K	<0.1%
Eaton Vance Eaton Vance Floating-Rate Advantage Fund Class I	Other securities	—	—	$3K	<0.1%