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Original filing (PDF)20251014131113NAL0002851633004
THI, INC.
Form 5500
FILING_RECEIVED
THI, INCORPORATED SECTION 401K RETIREMENT SAVINGS PLAN AND TRUST
401(k) retirement plan
Active participants
138
Accounts w/ balance
186
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 53 bps in Schedule C fees — 84% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THI, INC..
Plan sponsor
Name
THI, INC.
EIN
38-3049421
Address
900 CLANCY AVE NE · GRAND RAPIDS, MI · 49503
Phone
(616) 458-1538
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
MONROE SWEERIS & TROMP, PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK RETIREMENT SERVICE | — | CINCINNATI, OH | INVESTMENT ADVISOR | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $30K | — |
Investments
28 direct securities · 1 pooled fund· $13.4M(99% 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
$12.8M
28 holdings
Common Collective Trust
$557K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 11,844 shares | — | — | $12K | $2.4M | 17.8% | |
| Fidelity US Bond Index Fund 164,413 shares | — | — | $164K | $1.7M | 12.4% | |
| Dodge & Cox Stock X 4,570 shares | — | — | $5K | $1.2M | 8.7% | |
| Fidelity Mid Cap Index Fund 33,075 shares | — | — | $33K | $1.1M | 8.2% | |
| Company, LLC American Funds Europacific 12,834 shares | — | — | $13K | $689K | 5.1% | |
| Dodge & Cox Balanced X 6,752 shares | — | — | $7K | $687K | 5.1% | |
| Fidelity International Index Fund 14,373 shares | — | — | $14K | $683K | 5.0% | |
| Fidelity Inflation Protected Bond Index Fund 75,221 shares | — | — | $75K | $669K | 4.9% | |
| Company, LLC PGIM Total Return Bond Fund (continued) 2,301 shares | — | — | $2K | $619K | 4.6% | |
| GOLDMAN SACHS STABLE VALUE COLLECTI EMPOWER TRUST COMPANY, LLC · EIN 13-4166989 / PN 025 | Common Collective Trust | — | $557K | $557K | 4.1% | |
| Federated Hermes Govt. Obligations Fund 473,319 shares | — | — | $473K | $480K | 3.5% | |
| Fidelity Small Cap Index 15,963 shares | — | — | $16K | $442K | 3.3% | |
| Harbor Capital Appreciation Retirement Fund 3,814 shares | — | — | $4K | $435K | 3.2% | |
| Invesco Developing Markets Fund 8,898 shares | — | — | $9K | $338K | 2.5% | |
| T. Rowe Price Retirement Balanced I 2 shares 28 Touchstone Ultra Short Duration Fund 34,464 shares | — | — | $34K | $318K | 2.3% | |
| Vanguard Real Estate Index Admiral Fund 2,280 shares | — | — | $2K | $288K | 2.1% | |
| Champlain Mid Cap Institutional 5,639 shares | — | — | $6K | $135K | 1.0% | |
| Alspring Special Small Cap Value Fund 3,334 shares | — | — | $3K | $134K | 1.0% | |
| Baron Growth Institutional 1,091 shares | — | — | $1K | $104K | 0.8% | |
| T. Rowe Price Retirement 2055 Fund 3,881 shares | — | — | $4K | $77K | 0.6% | |
| T. Rowe Price Retirement 2060 Fund 4,547 shares | — | — | $5K | $75K | 0.6% | |
| Artisan High Income Institutional 7,153 shares | — | — | $7K | $65K | 0.5% | |
| T. Rowe Price QM US Small Cap Fund 1,188 shares | — | — | $1K | $52K | 0.4% | |
| T. Rowe Price Retirement 2045 Fund 1,904 shares | — | — | $2K | $42K | 0.3% | |
| T. Rowe Price Retirement 2050 Fund 1,281 shares | — | — | $1K | $24K | 0.2% | |
| T. Rowe Price Retirement 2040 Fund 764 shares | — | — | — | $23K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund 1,666 shares | — | — | $2K | $21K | 0.2% | |
| T. Rowe Price Retirement 2030 Fund 788 shares | — | — | — | $20K | 0.1% | |
| T. Rowe Price Retirement 2035 Fund 528 shares | — | — | — | $11K | <0.1% |
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