Edward Redder signed Thompson HINE LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thompson HINE LLP's EIN is 34-0575300.
Download the official 2024 Form 5500 (PDF) for Thompson HINE LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thompson HINE LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $157K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARSTEAD ADVISORS LLC | 34-1597728 | — | NONE | $86K |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JAMES INVESTMENT RESEARCH INC | 31-0891459 | — | NONE | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARTLETT & CO WEALTH MANAGEMEN | 82-3939580 | — | NONE | $50K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $18K | — |
| MEADEN AND MOORE LTD | 34-1818258 | — | NONE | $17K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Fund - Select Shares Mutual Fund N/A | Common Collective Trusts | — | — | $82.2M | 17.9% | |
| PCRA Self-Directed Brokerage Account Self-Directed Brokerage Account N/A | Self-Directed Brokerage | — | — | $60.7M | 13.2% | |
| Harbor Capital Apprec Inv Mutual Fund N/A | Other securities | — | — | $41.1M | 8.9% | |
| Dodge & Cox Balanced Fund Mutual Fund N/A | Mutual Funds | — | — | $24.4M | 5.3% | |
| Vanguard Mid Cap Index Mutual Fund N/A | Mutual Funds | — | — | $24.3M | 5.3% | |
| JP Morgan Small Cap Growth Mutual Fund N/A | Other securities | — | — | $23.2M | 5.0% | |
| AST Galliard Retirement Income Common/Collective Trust Fund N/A | Common Collective Trusts | — | — | $22.1M | 4.8% | |
| WILMGTTR CIT II GALLIARD RET INC FD WILMINGTON TRUST N.A. · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $22.1M | 4.8% | |
| American Funds Target Date 2040 R6 Mutual Fund N/A | Mutual Funds | — | — | $20.7M | 4.5% | |
| SCHWAB INST LRG CAP VAL TR FUND CHARLES SCHWAB TRUST BANK · EIN 81-0625170 / PN 001 | Common Collective Trust | — | — | $18.9M | 4.1% | |
| Dodge & Cox Income Fund Mutual Fund N/A | Mutual Funds | — | — | $17.2M | 3.7% | |
| American Funds Target Date 2030 R6 Mutual Fund N/A | Mutual Funds | — | — | $15.9M | 3.5% | |
| Federated Gov't Obligations Money Market Fund N/A | Cash / Money Market | — | — | $12.8M | 2.8% | |
| Vanguard Developed Mkt Idx Adm Mutual Fund N/A | Common Collective Trusts | — | — | $12.3M | 2.7% | |
| Europacific Growth Fund Mutual Fund N/A | Other securities | — | — | $11.1M | 2.4% | |
| American Funds Target Date 2050 R6 Mutual Fund N/A | Mutual Funds | — | — | $8.7M | 1.9% | |
| American Funds Target Date 2045 R6 Mutual Fund N/A | Mutual Funds | — | — | $8.3M | 1.8% | |
| Vanguard TTL Bond MKT IDX Mutual Fund N/A | Common Collective Trusts | — | — | $7.8M | 1.7% | |
| Vanguard Inflation Protect Mutual Fund N/A | Mutual Funds | — | — | $5.3M | 1.2% | |
| American Funds Target Date 2020 R6 Mutual Fund N/A | Mutual Funds | — | — | $4.9M | 1.1% | |
| American Funds Target Date 2035 R6 Mutual Fund N/A | Mutual Funds | — | — | $3.9M | 0.9% | |
| Driehaus Emerging Mkt Growth Instl Mutual Fund N/A | Other securities | — | — | $3.5M | 0.8% | |
| American Funds Target Date 2055 R6 Mutual Fund N/A | Mutual Funds | — | — | $3.0M | 0.7% | |
| Goldman Sachs Small Cap Val Index Mutual Fund N/A | Other securities | — | — | $3.0M | 0.7% | |
| American Funds Target Date 2060 R6 Mutual Fund N/A | Mutual Funds | — | — | $2.8M | 0.6% | |
| TS&W INTL LC EQUITY B GLOBAL TRUST COMPANY · EIN 26-6773274 / PN 003 | Common Collective Trust | — | — | $2.3M | 0.5% | |
| American Funds Target Date 2025 R6 Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 0.3% | |
| American Funds Target Date 2010 R6 Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 0.3% | |
| Participant loans (interest at 4.75% to 10.00%) N/A | Bonds / Notes | — | — | $1.4M | 0.3% | |
| Vanguard Balanced Index Mutual Fund N/A | Mutual Funds | — | — | $1.3M | 0.3% | |
| American Funds Target Date 2065 R6 Mutual Fund N/A | Mutual Funds | — | — | $748K | 0.2% | |
| American Funds Target Date 2015 R6 Mutual Fund N/A | Mutual Funds | — | — | $79K | <0.1% |
