Original filing (PDF)20231016144603NAL0076520466001

TAFT STETTINIUS & HOLLISTER LLP

Name: TAFT STETTINIUS & HOLLISTER LLP — TAFT STETTINIUS & HOLLISTER LLP THRIFT SAVINGS & RETIREMENT PLAN - PLAN 2, Form 5500 (2022)
Creator: TAFT STETTINIUS & HOLLISTER LLP

Form 5500

FILING_RECEIVED

TAFT STETTINIUS & HOLLISTER LLP THRIFT SAVINGS & RETIREMENT PLAN - PLAN 2

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

12 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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAFT STETTINIUS & HOLLISTER LLP.

Plan sponsor

Name

TAFT STETTINIUS & HOLLISTER LLP

EIN

31-0541755

Address

425 WALNUT STREET, SUITE 1800 · CINCINNATI, OH · 452023957

Phone

(513) 381-2838

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

011

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$28K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB & CO., INC.	94-1737782	—	BROKERAGE	$103	—

Investments

12 pooled funds· $0

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.

Common Collective Trust

11 holdings

Pooled Separate Account

1 holding

Investment	Type	Current value	% of plan
T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001	Common Collective Trust	$0	—
T. ROWE PRICE RETIREMENT 2030 TRUST