Original filing (PDF)20231016195649NAL0026603075001

THAYER INVESTMENTS, LLC

Name: THAYER INVESTMENTS, LLC — THAYER INVESTMENTS, LLC COLLECTIVELY BARGAINED 401(K) SAVINGS PLAN, Form 5500 (2022)
Creator: THAYER INVESTMENTS, LLC

Form 5500

FILING_RECEIVED

THAYER INVESTMENTS, LLC COLLECTIVELY BARGAINED 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

269

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THAYER INVESTMENTS, LLC.

Plan sponsor

Name

THAYER INVESTMENTS, LLC

EIN

27-1908739

Address

12345 WORTHINGTON RD. NW · PATASKALA, OH · 43062

Phone

(740) 660-1012

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	84-0467907	—	RECORDKEEPER	$160	—
GREAT-WEST LIFE & ANNUITY INS CO	84-0467907	—	RECORDKEEPER	$112	—

Investments

2 pooled funds· $1.4M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
HARTFORD ADVANTAGE TK2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000	Pooled Separate Account	$1.2M	87.6%
SEPARATE ACCOUNT K2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000	Pooled Separate Account	$153K	11.2%

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