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Original filing (PDF)20251024155716NAL0002758033001
THOMPSON HINE LLP
Form 5500
FILING_RECEIVED
THOMPSON HINE LLP RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
767
Accounts w/ balance
1,106
Plan assets (EOY)
$460.1M
Net assets (EOY)
$460.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMPSON HINE LLP.
Plan sponsor
Name
THOMPSON HINE LLP
EIN
34-0575300
Address
3900 KEY CENTER · 127 PUBLIC SQUARE · CLEVELAND, OH · 44114
Phone
(216) 566-5500
Industry
Law Offices· Professional & Technical Servicessee all
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
2025-10-24
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $157K | — |
| CLEARSTEAD ADVISORS LLC | 34-1597728 | — | NONE | $86K | — |
| BARTLETT & CO WEALTH MANAGEMEN | 82-3939580 | — | NONE | $50K | — |
| JAMES INVESTMENT RESEARCH INC | 31-0891459 | — | NONE | $23K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $18K | — |
| MEADEN AND MOORE LTD | 34-1818258 | — | NONE | $17K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
Investments
32 direct securities · 3 pooled funds· $499.3M(100% of reported assets)
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.
Uncategorized
$456.0M
32 holdings
Common Collective Trust
$43.3M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Fund - Select Shares Mutual Fund N/A | — | — | — | $82.2M | 17.9% | |
| PCRA Self-Directed Brokerage Account Self-Directed Brokerage Account N/A | — | — | — | $60.7M | 13.2% | |
| Harbor Capital Apprec Inv Mutual Fund N/A | — | — | — | $41.1M | 8.9% | |
| Dodge & Cox Balanced Fund Mutual Fund N/A | — | — | — | $24.4M | 5.3% | |
| VANGUARD MIDCAP INDEX INSTL Registered Investment Company | — | — | — | $24.3M | 5.3% | |
| JP Morgan Small Cap Growth Mutual Fund N/A | — | — | — | $23.2M | 5.0% | |
| AST Galliard Retirement Income Common/Collective Trust Fund N/A | — | — | — | $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 | — | — | — | $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 | — | — | — | $17.2M | 3.7% | |
| American Funds Target Date 2030 R6 Mutual Fund N/A | — | — | — | $15.9M | 3.5% | |
| Federated Gov't Obligations Money Market Fund N/A | — | — | — | $12.8M | 2.8% | |
| Vanguard Small Cap Index Fund Mutual Fund N/A | — | — | — | $12.8M | 2.8% | |
| VGD DEVELOPED MKTS INDX INST Registered Investment Company | — | — | — | $12.3M | 2.7% | |
| Vanguard Developed Mkt Idx Adm Mutual Fund N/A | — | — | — | $12.3M | 2.7% | |
| Europacific Growth Fund Mutual Fund N/A | — | — | — | $11.1M | 2.4% | |
| American Funds Target Date 2050 R6 Mutual Fund N/A | — | — | — | $8.7M | 1.9% | |
| American Funds Target Date 2045 R6 Mutual Fund N/A | — | — | — | $8.3M | 1.8% | |
| Vanguard TTL Bond MKT IDX Mutual Fund N/A | — | — | — | $7.8M | 1.7% | |
| Vanguard Inflation Protect Mutual Fund N/A | — | — | — | $5.3M | 1.2% | |
| VANGUARD INFL PROTECTED SECSIN Registered Investment Company | — | — | — | $5.3M | 1.2% | |
| American Funds Target Date 2020 R6 Mutual Fund N/A | — | — | — | $4.9M | 1.1% | |
| American Funds Target Date 2035 R6 Mutual Fund N/A | — | — | — | $3.9M | 0.9% | |
| Driehaus Emerging Mkt Growth Instl Mutual Fund N/A | — | — | — | $3.5M | 0.8% | |
| American Funds Target Date 2055 R6 Mutual Fund N/A | — | — | — | $3.0M | 0.7% | |
| Goldman Sachs Small Cap Val Index Mutual Fund N/A | — | — | — | $3.0M | 0.7% | |
| American Funds Target Date 2060 R6 Mutual Fund N/A | — | — | — | $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 | — | — | — | $1.5M | 0.3% | |
| American Funds Target Date 2010 R6 Mutual Fund N/A | — | — | — | $1.5M | 0.3% | |
| Participant loans (interest at 4.75% to 10.00%) N/A | — | — | — | $1.4M | 0.3% | |
| Vanguard Balanced Index Mutual Fund N/A | — | — | — | $1.3M | 0.3% | |
| American Funds Target Date 2065 R6 Mutual Fund N/A | — | — | — | $748K | 0.2% | |
| American Funds Target Date 2015 R6 Mutual Fund N/A | — | — | — | $79K | <0.1% |
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