Mike Lowery signed Thompson Gray, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thompson Gray, Inc.'s EIN is 26-2948541.
Download the official 2024 Form 5500 (PDF) for Thompson Gray, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thompson Gray, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAVERLY ADVISORS LLC | 63-1229657 | — | ADVISOR | $45K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments FID Large Cap Growth Index Fund | Common Collective Trusts | — | — | $3.0M | 13.6% | |
| Fidelity Investments FID Index 2050 Fund Investor Class | Mutual Funds | — | — | $2.9M | 13.0% | |
| Fidelity Investments FID Index 2040 Fund Investor Class | Mutual Funds | — | — | $2.0M | 8.7% | |
| Fidelity Investments FID Index 2030 Fund Investor Class | Mutual Funds | — | — | $1.9M | 8.5% | |
| Fidelity Investments FID Index 2025 Fund Investor Class | Mutual Funds | — | — | $1.3M | 5.9% | |
| Fidelity Investments FID Large Cap Value Index Fund | Common Collective Trusts | — | — | $1.3M | 5.8% | |
| Fidelity Investments FID Index 2055 Fund Investor Class | Mutual Funds | — | — | $985K | 4.4% | |
| Fidelity Investments FID Index 2035 Fund Investor Class | Mutual Funds | — | — | $899K | 4.0% | |
| Fidelity Investments FID Index 500 Index Fund | Common Collective Trusts | — | — | $860K | 3.8% | |
| Fidelity Investments FID Government Money Market Fund Class K6 | Mutual Funds | — | — | $809K | 3.6% | |
| BNY Mellon Value Fund Class M | Other securities | — | — | $734K | 3.3% | |
| MELLON STABLE VAL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $684K | 3.0% | |
| Fidelity Investments FID U.S. Bond Index | Mutual Funds | — | — | $552K | 2.5% | |
| Fidelity Investments FID Index 2060 Fund Investor Class | Mutual Funds | — | — | $548K | 2.4% | |
| Fidelity Investments FID International Index Fund | Common Collective Trusts | — | — | $383K | 1.7% | |
| to 9.50%, various maturities -0- | Bonds / Notes | — | — | $370K | 1.6% | |
| Fidelity Investments FID Index 2020 Fund Investor Class | Mutual Funds | — | — | $358K | 1.6% | |
| Avantis Investors U.S. Small Cap Value ETF | Other securities | — | — | $331K | 1.5% | |
| Vanguard Small Cap Growth Index Fund AS | Common Collective Trusts | — | — | $275K | 1.2% | |
| Vanguard Mid Cap Value Index Fund AS | Common Collective Trusts | — | — | $236K | 1.0% | |
| Fidelity Investments FID Index 2065 Fund Investor Class | Mutual Funds | — | — | $218K | 1.0% | |
| Avantis Investors Emerging Markets Equity ETF | Other securities | — | — | $184K | 0.8% | |
| Vanguard Mid Cap Growth Index Fund AS | Common Collective Trusts | — | — | $163K | 0.7% | |
| Vanguard Intermediate-Term Inv. Grade Fund AS | Mutual Funds | — | — | $162K | 0.7% | |
| Fidelity Investments FID Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $152K | 0.7% | |
| Vanguard High Yield Corporate AS | Mutual Funds | — | — | $147K | 0.7% | |
| Vanguard Dividend Appreciation Index Fund AS | Common Collective Trusts | — | — | $131K | 0.6% | |
| Cohen & Steers Institutional Realty Shares | Other securities | — | — | $68K | 0.3% | |
| Avantis Investors U.S. Large Cap Value ETF | Other securities | — | — | $63K | 0.3% | |
| DFA International Small Company Portfolio Instl Class | Mutual Funds | — | — | $57K | 0.3% | |
| Fidelity Investments FID Index Income Fund Investor Class | Mutual Funds | — | — | $40K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
