Original filing (PDF)20251010153501NAL0018979474001

THOMPSON THRIFT CONSTRUCTION, INC.

Name: THOMPSON THRIFT CONSTRUCTION, INC. — THOMPSON THRIFT RETIREMENT PLAN, Form 5500 (2024)
Creator: THOMPSON THRIFT CONSTRUCTION, INC.

Form 5500

FILING_RECEIVED

THOMPSON THRIFT RETIREMENT PLAN

401(k) retirement plan

Active participants

630

Accounts w/ balance

749

Plan assets (EOY)

$46.0M

Net assets (EOY)

$46.0M

How this plan invests

This plan

10 pooled trusts

Schedule D

31 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 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

100

Participation health

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMPSON THRIFT CONSTRUCTION, INC..

Plan sponsor

Name

THOMPSON THRIFT CONSTRUCTION, INC.

EIN

35-1941978

Address

901 WABASH AVENUE STE. 300 · TERRE HAUTE, IN · 478073233

Phone

(812) 235-5959

Industry

Constructionsee 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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$88K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SHEPHERD FINANCIAL INVESTMENT ADVIS	—	CARMEL, IN	INVESTMENT ADVISOR	$26K	—

Investments

21 direct securities · 10 pooled funds· $46.0M(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.

Common Collective Trust

$28.0M

10 holdings

Uncategorized

$18.0M

21 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index 31,021.93 Shares	—	—	—	$6.3M	13.8%
AMERICAN CENTURY ONE CHOICE 2055 IX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001	Common Collective Trust	—	—	$5.6M	12.1%
AMERICAN CENTURY ONE CHOICE 2045 IX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001	Common Collective Trust	—	—	$4.6M	10.1%
AMERICAN CENTURY ONE CHOICE 2050 IX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001	Common Collective Trust	—	—	$4.1M	8.9%
AMERICAN CENTURY ONE CHOICE 2060 IX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001	Common Collective Trust	—	—	$3.3M	7.1%
Registered Investment Companies AB Large Cap Growth Z 27,059.33 Shares	—	—	—	$3.0M	6.4%
AMERICAN CENTURY ONE CHOICE 2035 IX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001	Common Collective Trust	—	—	$2.7M	5.8%
AMERICAN CENTURY ONE CHOICE 2025 IX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001	Common Collective Trust	—	—	$2.2M	4.9%
AMERICAN CENTURY ONE CHOICE 2040 IX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001	Common Collective Trust	—	—	$2.2M	4.8%
AMERICAN CENTURY ONE CHOICE 2030 IX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001	Common Collective Trust	—	—	$1.7M	3.7%
Fidelity Mid Cap Index 35,986.16 Shares	—	—	—	$1.2M	2.6%
JPMorgan Equity Income R6 45,598.73 Shares	—	—	—	$1.1M	2.4%
Fidelity International Capital Appreciation K6 60,331.54 Shares	—	—	—	$972K	2.1%
AMERICAN CENTURY ONE CHOICE 2065 IX AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001	Common Collective Trust	—	—	$913K	2.0%
AMERICAN CENTURY ONE CHOICE IN RET AMERICAN CENTURY CIT · EIN 30-6406015 / PN 001	Common Collective Trust	—	—	$717K	1.6%
Fidelity Small Cap Index 25,840.36 Shares	—	—	—	$715K	1.6%
Fidelity International Index 12,871.73 Shares	—	—	—	$612K	1.3%
Allspring Special Mid Cap Value R6 12,609.78 Shares	—	—	—	$603K	1.3%
MFS Total Return R5 28,836.38 Shares	—	—	—	$545K	1.2%
Lessor or Similar Party Par or Maturity Value Money Market Fund Vanguard Federal Money Market Inv 486,298.93 Shares	—	—	—	$486K	1.1%
Invesco Discovery Mid Cap Growth R6 13,384.47 Shares	—	—	—	$461K	1.0%
Vanguard Explorer ADM 3,900.01 Shares	—	—	—	$417K	0.9%
American Century Small Cap Value R6 36,596.99 Shares	—	—	—	$386K	0.8%
Schwab Fdmtl Intl Sm Co Indx 22,248.80 Shares	—	—	—	$274K	0.6%
Participant Loans 6.25% - 8.50% Interest	—	—	—	$268K	0.6%
PGIM High-Yield R6 53,360.11 Shares	—	—	—	$255K	0.6%
TIAA-CREF Bond Plus Inst 12,694.51 Shares	—	—	—	$115K	0.3%
Fidelity International Bond Index 12,330.72 Shares	—	—	—	$115K	0.2%
Principal Short-Term Income Inst 6,718.42 Shares	—	—	—	$80K	0.2%
Columbia Overseas Value Instl 3 7,262.07 Shares	—	—	—	$76K	0.2%
Hartford Strategic Income R6 163.88 Shares	—	—	—	$1K	<0.1%