DAWN Morgan signed THOR Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
THOR Solutions, LLC's EIN is 26-3309139.
Download the official 2024 Form 5500 (PDF) for THOR Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)THOR Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ASCENT GROUP LLC | 86-3001816 | — | ADVISOR | $24K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds AF Target Date 2015 R6 662 American Funds AF Target Date 2025 R6 | Mutual Funds | — | — | $1.3M | 16.2% | |
| American Funds AF Target Date 2030 R6 | Mutual Funds | — | — | $1.0M | 13.0% | |
| American Funds AF Target Date 2050 R6 | Mutual Funds | — | — | $975K | 12.3% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $975K | 12.3% | |
| American Funds AF Target Date 2045 R6 | Mutual Funds | — | — | $633K | 8.0% | |
| American Funds AF Target Date 2035 R6 | Mutual Funds | — | — | $564K | 7.1% | |
| American Funds AF Target Date 2055 R6 | Mutual Funds | — | — | $453K | 5.7% | |
| American Funds AF Target Date 2060 R6 | Mutual Funds | — | — | $434K | 5.5% | |
| American Funds AF Target Date 2020 R6 | Mutual Funds | — | — | $389K | 4.9% | |
| American Funds AF Target Date 2040 R6 | Mutual Funds | — | — | $383K | 4.8% | |
| JPMorgan JPM Large Cap Growth R6 | Other securities | — | — | $316K | 4.0% | |
| Participant loans Interest bearing at 5.25% - 9.50%; maturing through | Bonds / Notes | — | — | $138K | 1.7% | |
| American Funds AF Target Date 2065 R6 | Mutual Funds | — | — | $115K | 1.4% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $37K | 0.5% | |
| Fidelity Investments Fidelity U.S. Bond Index | Mutual Funds | — | — | $32K | 0.4% | |
| American Funds American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $25K | 0.3% | |
| Fidelity Investments Fidelity Total International Index | Mutual Funds | — | — | $23K | 0.3% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $23K | 0.3% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $23K | 0.3% | |
| Great Gray Trust Co. Putnam Large Cap Value R1 | Mutual Funds | — | — | $20K | 0.2% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $20K | 0.2% | |
| Principal Funds Principal Overseas Fund Instl | Other securities | — | — | $16K | 0.2% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $10K | 0.1% | |
| American Funds AF Target Date 2010 R6 | Mutual Funds | — | — | $6K | <0.1% | |
| American Century Investments American Century Small Cap Growth R6 | Other securities | — | — | $6K | <0.1% | |
| Fidelity Government Money Market Fidelity Government Money Market | Mutual Funds | — | — | $3K | <0.1% | |
| PIMCO RAE US Small Instl | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.