Aaron Ludwiczak signed Thetford LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thetford LLC's EIN is 38-1716528.
Download the official 2024 Form 5500 (PDF) for Thetford LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thetford LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $68K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $3.4M | 13.6% | |
| Clearbridge Investments Clearbridge Large Cap Grth A | Other securities | — | — | $2.8M | 11.3% | |
| Vanguard 500 Index Fd Adm | Common Collective Trusts | — | — | $2.3M | 9.4% | |
| Janus Henderson Janus Henderson Balanced Fd N | Mutual Funds | — | — | $2.0M | 8.1% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $1.7M | 6.9% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $1.6M | 6.7% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $1.5M | 6.0% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $1.5M | 5.9% | |
| JPMorgan Div Mid Cap Gr A | Other securities | — | $932K | $1.1M | 4.5% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | $777K | $757K | 3.1% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $752K | 3.0% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $656K | 2.7% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $549K | 2.2% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $540K | 2.2% | |
| American Funds American Mutual Fund CL R6 | Mutual Funds | — | — | $506K | 2.0% | |
| Massachusetts Financial Services MFS Mid Cap Value Fd R6 | Mutual Funds | — | — | $493K | 2.0% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $477K | 1.9% | |
| Invesco Core Bond Fund R6 | Mutual Funds | — | — | $464K | 1.9% | |
| BlackRock iShares MSCI EAFE Intrnl Idx A | Common Collective Trusts | — | — | $336K | 1.4% | |
| Lazard Asset Management Lazard Intl Strategic CL Open | Other securities | — | $347K | $311K | 1.3% | |
| Participant loans Interest rates range from 4.25% to 9.50% -0- | Bonds / Notes | — | $308K | $308K | 1.2% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $208K | 0.8% | |
| Nuveen Lifecycle Index 2010 R6 ** 120 Nuveen Lifecycle Index 2015 R6 | Mutual Funds | — | — | $152K | 0.6% | |
| Macquarie Group Macquarie Systematic EMR Mrk I | Common Stocks | — | — | $129K | 0.5% | |
| Vanguard Mid Cap Index ASM | Mutual Funds | — | — | $97K | 0.4% | |
| JPMorgan Government Bond | Mutual Funds | — | — | $68K | 0.3% | |
| Eaton Vance Eaton Vance High Income | Other securities | — | — | $16K | <0.1% | |
| investments BlackRock Money market | OTHER | — | — | $12K | <0.1% | |
| Brandywine Global Investment Management Brandywine Global Bond | Other securities | — | $14K | $11K | <0.1% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $11K | $11K | <0.1% |
