Scott Kostus signed Thelen, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thelen, Inc.'s EIN is 38-1737354.
Download the official 2024 Form 5500 (PDF) for Thelen, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thelen, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $2.3M | 21.9% | |
| JPMORGAN US VALUE R6 | Registered Investment Companies | — | — | $1.6M | 15.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $1.4M | 13.1% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $931K | 8.8% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $635K | 6.0% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $601K | 5.6% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $578K | 5.4% | |
| HOTCHKIS AND WILEY SM CAP VL Z | Registered Investment Companies | — | — | $517K | 4.9% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $398K | 3.7% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $378K | 3.6% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $365K | 3.4% | |
| LOOMIS SAYLES INV GRADE BOND N | Registered Investment Companies | — | — | $172K | 1.6% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $158K | 1.5% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $105K | 1.0% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $97K | 0.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $86K | 0.8% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $85K | 0.8% | |
| HOTCHKIS AND WILEY MDCPVAL I | Registered Investment Companies | — | — | $55K | 0.5% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $44K | 0.4% | |
| CONGRESS MID CAP GR FD INST | Registered Investment Companies | — | — | $44K | 0.4% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $20K | 0.2% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $18K | 0.2% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $13K | 0.1% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| NUVEEN LC INDEX 2010 R6 433 REGISTERED INVESTMENT COMPANY JANUS HENDERSON GLOBAL EQ I 301 REGISTERED INVESTMENT COMPANY VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $4K | <0.1% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISOR |
| $24K |
| — |
