Thomas, Thomas & Hafer, LLP's EIN is 25-1643634.
Download the official 2024 Form 5500 (PDF) for Thomas, Thomas & Hafer, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thomas, Thomas & Hafer, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY MANAGEMENT & RESEARCH COMP | 06-1194217 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONRAD SIEGEL | 23-1669823 | HARRISBURG, PA | NONE | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Admiral | Common Collective Trusts | — | — | $14.2M | 30.7% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $5.7M | 12.3% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $4.9M | 10.7% | |
| Vanguard Short Term Investment Grade Admiral | Mutual Funds | — | — | $4.2M | 9.1% | |
| American Century Government Bond Fund | U.S. Treasuries | — | — | $3.8M | 8.3% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $2.8M | 6.2% | |
| Vanguard Growth Index Fund Admiral | Common Collective Trusts | — | — | $2.1M | 4.5% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $1.8M | 3.9% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $929K | 2.0% | |
| Vanguard Wellington Admiral | Mutual Funds | — | — | $734K | 1.6% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $701K | 1.5% | |
| Cash Value of Life Insurance Northwestern Mutual | Cash / Money Market | — | — | $624K | 1.3% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $521K | 1.1% | |
| Vanguard Short Term Inflation Prot Admiral | Mutual Funds | — | — | $460K | 1.0% | |
| Vanguard Mid Cap Growth Index Admiral | Mutual Funds | — | — | $395K | 0.9% | |
| AB Small Cap Growth | Other securities | — | — | $358K | 0.8% | |
| Charles Schwab Bank Savings | Mutual Funds | — | — | $312K | 0.7% | |
| Participant Loans 4.25%-9.5% 0 | Bonds / Notes | — | — | $242K | 0.5% | |
| Goodyear Tire & Rubber Company Common stock ** 936 Lumen Technologies, Inc. Common stock ** 425 Merck & Company, Inc. Common stock | Common Stocks | — | — | $10K | <0.1% | |
| Gaming and Leisure Properties, Inc. Common stock | Common Stocks | — | — | $8K | <0.1% | |
| Alerian MLP Exchange-Traded Funds | Other securities | — | — | $7K | <0.1% | |
| Antero Resources Corporation Common stock | Common Stocks | — | — | $6K | <0.1% | |
| Organon & Company, Inc. Common stock ** 149 Penn National Gaming, Inc. Common stock | Common Stocks | — | — | $3K | <0.1% | |
| Pfizer Incorporated Common stock | Common Stocks | — | — | $3K | <0.1% | |
| Sirius XM Holdings, Inc. Common stock ** 228 Teva Pharmaceutical Industries Common stock | Common Stocks | — | — | $2K | <0.1% | |
| AT&T Inc Common stock | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CHARLES SCHWAB & CO., INC. |
| 94-1737782 |
| — |
| NONE |
| $0 |
| — |
| AMERICAN CENTURY INVESTMENT MANAGEM | 44-6006315 | — | NONE | $0 | — |
| ALLIANCEBERNSTEIN L.P. | — | NEW YORK, NY | NONE | $0 | — |
