How big is Thermal Specialties LLC's plan?

Thermal Specialties LLC's plan reported $5.6M in assets and 105 participants for 2024.

Original filing (PDF)20251009132737NAL0007065841001

Thermal Specialties LLC

Name: Thermal Specialties LLC — Thermal Specialties, LLC, Form 5500 (2024)
Creator: Thermal Specialties LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Thermal Specialties, LLC 401(k) Plan

401(k) retirement plan · Thermal Specialties LLC's Thermal Specialties, LLC 401(k) Plan held $5.6M in plan assets for 105 participants in 2024.

Active participants

105

Accounts w/ balance

128

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Christy Myers signed Thermal Specialties LLC's 2024 Form 5500 as plan administrator.

Christy Myers — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Thermal Specialties LLC's EIN is 26-3472876.

EIN 26-3472876

Plan number 001

Plan year 2024

ACK ID 20251009132737NAL0007065841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thermal Specialties LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thermal Specialties LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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

THERMAL SPECIALTIES LLC

EIN

all filings

Address

6314 E. 15TH STREET · TULSA, OK · 74112

Phone

(918) 836-4800

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

MORSE & CO., PLLC

Trustee / custodian

Service providers (Schedule C)

1 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
BOKF, NA	—	TULSA, OK	TRUSTEE	$13K	—

Investments

26 direct securities· $5.6M(100% of reported assets)

Mutual Funds

$3.5M

14 holdings

Pooled Separate Accounts

$1.9M

9 holdings

Other securities

$182K

2 holdings

Cash / Money Market

$2K

1 holding

					% of plan
Issuer Description Cost Current Value * Vanguard Target Retirement 2030 Mutual Fund N/A	Mutual Funds	—	—	$875K	15.7%
Fidelity 500 Index Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$646K	11.6%
Vanguard Target Retirement 2035 Mutual Fund N/A	Mutual Funds	—	—	$640K	11.5%
Vanguard M/C index - Admin Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$493K	8.9%
Vanguard Target Retirement 2025 Mutual Fund N/A	Mutual Funds	—	—	$402K	7.2%
Vanguard Target Retirement 2055 Mutual Fund N/A	Mutual Funds	—	—	$323K	5.8%
Vanguard Target Retirement 2040 Mutual Fund N/A	Mutual Funds	—	—	$302K	5.4%
Vanguard Target Retirement 2045 Mutual Fund N/A	Mutual Funds	—	—	$277K	5.0%
Vanguard Target Retirement 2050 Mutual Fund N/A	Mutual Funds	—	—	$226K	4.1%
MFS Val - R6 Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$191K	3.4%
T. Rowe Growth Stk Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$176K	3.2%
Vanguard S/C Growth Index - Admin Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$163K	2.9%
Vanguard Target Retirement 2060 Mutual Fund N/A	Mutual Funds	—	—	$155K	2.8%
Notes receivable from participants	Other securities	—	—	$105K	1.9%
American Europacific Grwth - R6 Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$88K	1.6%
American Beacon S/C Val - R6 Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$87K	1.6%
Met Wet Tot Ret Fixed Income N/A	Other securities	—	—	$78K	1.4%
American Beacon Intl Equity - R6 Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$70K	1.3%
Vanguard S/T Bd Index - Admin Fixed Income N/A	Mutual Funds	—	—	$63K	1.1%
Vanguard Target Retirement 2065 Mutual Fund N/A	Mutual Funds	—	—	$57K	1.0%
Invesco Government & Agency Registered Investment Company N/A	Mutual Funds	—	—	$53K	0.9%
Vanguard Target Retirement Income Mutual Fund N/A	Mutual Funds	—	—	$50K	0.9%
Vanguard Infl Prot Secs - Admin Fixed Income N/A	Mutual Funds	—	—	$41K	0.7%
Vanguard Target Retirement 2020 Mutual Fund N/A	Mutual Funds	—	—	$3K	<0.1%
Cash N/A	Cash / Money Market	—	—	$2K	<0.1%
Vanguard Target Retirement 2070 Pooled Separate Accounts N/A	Pooled Separate Accounts	—	—	$2K	<0.1%