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Original filing (PDF)20231011155407NAL0039946048001

THLP CO., LLP

Form 5500
FILING_RECEIVED
THLP CO., LLP 401(K) PLAN
401(k) retirement plan
Active participants
756
Accounts w/ balance
598
Plan assets (EOY)
$34.9M
Net assets (EOY)
$34.9M
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
  • 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THLP CO., LLP.
Plan sponsor
Name
THLP CO., LLP
EIN
23-2922132
Address
2601 RIVER ROAD · CONESTOGA, PA · 17516
Phone
(717) 842-2362
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-11
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
JOHN HANCOCK01-0233346RECORDKEEPER$72K
Other
1
NameEINLocationRelationDirect compIndirect comp
KESTRA ADVISORY SERVICES LLC47-1566880RETAINED BY EMPLOYER$56K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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