How big is Arthur H. Thomas Company's plan?

Arthur H. Thomas Company's plan reported $37.9M in assets and 348 participants for 2024.

Original filing (PDF)20251015154651NAL0006662976001

Arthur H. Thomas Company

Name: Arthur H. Thomas Company — Arthur H.Thomas Savings &, Form 5500 (2024)
Creator: Arthur H. Thomas Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Arthur H.Thomas Savings & Investment Plan

401(k) retirement plan · Arthur H. Thomas Company's Arthur H.Thomas Savings & Investment Plan held $37.9M in plan assets for 348 participants in 2024, with John Hancock as recordkeeper.

Active participants

348

Accounts w/ balance

454

Plan assets (EOY)

$37.9M

Net assets (EOY)

$37.9M

Plan identifiers

Arthur H. Thomas Company's EIN is 23-1151920.

EIN 23-1151920

Plan number 002

Plan year 2024

ACK ID 20251015154651NAL0006662976001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Arthur H. Thomas Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Arthur H. Thomas Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

40 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

Plan sponsor

Name

ARTHUR H. THOMAS COMPANY

EIN

all filings

Address

6 HILLMAN DRIVE, SUITE 200 · BRANDYWINE SEVEN BUILDING · CHADDS FORD, PA · 19317

Phone

(610) 708-1965

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	CONTRACT ADMI ADMINISTRAT	$135K	—

Investments

40 direct securities· $35.7M(94% of reported assets)

Other securities

$31.9M

26 holdings

Common Collective Trusts

$1.8M

2 holdings

Mutual Funds

$1.8M

10 holdings

Common Stocks

$291K

2 holdings

					% of plan
T. Rowe Price Rtmt I 2030 I Fd Mutual Fund	Other securities	—	—	$6.7M	17.7%
T. Rowe Price Rtmt I 2020 I Fd Mutual Fund	Other securities	—	—	$4.0M	10.5%
T. Rowe Price Rtmt I 2040 I Fd Mutual Fund	Other securities	—	—	$3.6M	9.6%
T. Rowe Price Rtmt I 2035 I Fd Mutual Fund	Other securities	—	—	$3.0M	8.0%
T. Rowe Price Rtmt I 2025 I Fd Mutual Fund	Other securities	—	—	$2.7M	7.2%
T. Rowe Price Rtmt I 2050 I Fd Mutual Fund	Other securities	—	—	$2.5M	6.5%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.7M	4.5%
T. Rowe Price Rtmt I 2055 I Fd Mutual Fund	Other securities	—	—	$1.6M	4.3%
T. Rowe Price Rtmt I 2045 I Fd Mutual Fund	Other securities	—	—	$1.3M	3.5%
T. Rowe Price Rtmt I 2060 I Fd Mutual Fund	Other securities	—	—	$1.1M	2.9%
Macquarie Large Cap Growth I Mutual Fund	Other securities	—	—	$656K	1.7%
T. Rowe Price Rtmt I 2015 I Fd Mutual Fund	Other securities	—	—	$648K	1.7%
First Eagle Global Fund R6 Mutual Fund	Other securities	—	—	$564K	1.5%
JP Morgan US Research Eqty R6 Mutual Fund	Other securities	—	—	$533K	1.4%
American Century Ultra R6 Mutual Fund	Other securities	—	—	$505K	1.3%
T. Rowe Price Rtmt I 2065 I Fd Mutual Fund	Other securities	—	—	$474K	1.2%
Vanguard SM Cap Index Fd Adm Mutual Fund	Mutual Funds	—	—	$445K	1.2%
T. Rowe Price Rtmt I 2010 I Fd Mutual Fund	Other securities	—	—	$411K	1.1%
Neuberger Large Cap Value R6 Mutual Fund	Other securities	—	—	$392K	1.0%
Lord Abbett Income Fund R6 Mutual Fund	Mutual Funds	—	—	$339K	0.9%
Invesco SC Value Fund R6 Mutual Fund	Mutual Funds	—	—	$321K	0.8%
Macquarie Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$307K	0.8%
Eaton Vance Inc of Boston R6 Mutual Fund	Common Stocks	—	—	$214K	0.6%
Templeton Emrg Mkts SC R6 Mutual Fund	Mutual Funds	—	—	$163K	0.4%
USAA Short Term Bond R6 Mutual Fund	Other securities	—	—	$152K	0.4%
Goldman Sachs Intl Eq ESG R6 Mutual Fund	Other securities	—	—	$150K	0.4%
Vanguard Strategic Equity Mutual Fund	Mutual Funds	—	—	$132K	0.3%
PGIM US Real Estate R6 Mutual Fund	Other securities	—	—	$129K	0.3%
The Bond Fund of America R6 Mutual Fund	Other securities	—	—	$126K	0.3%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$121K	0.3%
Vanguard High Div Yld Idx Adm Mutual Fund	Common Collective Trusts	—	—	$114K	0.3%
John Hancock Disc Val MC R6 Mutual Fund	Other securities	—	—	$110K	0.3%
Vanguard Strategic SC Eq Inv Mutual Fund	Mutual Funds	—	—	$104K	0.3%
Invesco EQV Intl Sm Company R6 Mutual Fund	Mutual Funds	—	—	$79K	0.2%
PGIM Jennison Small Company R6 Mutual Fund	Common Stocks	—	—	$77K	0.2%
Pioneer GI Sustainable Equ K Mutual Fund	Other securities	—	—	$50K	0.1%
Vanguard Wellington Fund Adml Mutual Fund	Mutual Funds	—	—	$40K	0.1%
JP Morgan US Govt MMkt Cap Cl Mutual Fund	Other securities	—	—	$32K	<0.1%
American Funds U.S. Gov Sec R6 Mutual Fund	Mutual Funds	—	—	$16K	<0.1%
T. Rowe Price Rtmt Bal I Fund Mutual Fund	Other securities	—	—	$5K	<0.1%