How big is Tholen House Account's plan?

Tholen House Account's plan reported $276K in assets and 3 participants for 2024.

Original filing (PDF)20250709125232NAL0008109216001

Tholen House Account

Name: Tholen House Account — Form 5500 (2024)
Creator: Tholen House Account
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan · Tholen House Account held $276K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$276K

Net assets (EOY)

$276K

People on this filing

Freddie Jacobs Jr. signed Tholen House Account's 2024 Form 5500 as plan administrator.

Freddie Jacobs Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tholen House Account's EIN is 41-6161553.

EIN 41-6161553

Plan number 001

Plan year 2024

ACK ID 20250709125232NAL0008109216001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tholen House Account from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tholen House Account's plan includes money-purchase contributions, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOLEN HOUSE ACCOUNT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

THOLEN HOUSE ACCOUNT

EIN

all filings

Address

P.O. BOX 661 P.O. BOX 661 · MARSHALL, MN · 56258

Phone

(507) 337-7777

Industry

Real Estate

Plan administrator

Name

NORTHEAST RETIREMENT SERVICES,LLC.

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 983-5059

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2C · Money purchase (other than target benefit)

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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