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Original filing (PDF)20251010154054NAL0004382531001
THOMPSON COBURN LLP
Form 5500
FILING_RECEIVED
THOMPSON COBURN LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
7 service providers
Active participants
787
Accounts w/ balance
1,050
Plan assets (EOY)
$484.3M
Net assets (EOY)
$484.3M
How this plan invests
This plan
21 pooled trusts
Schedule D
32 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 COBURN LLP.
Plan sponsor
Name
THOMPSON COBURN LLP
EIN
43-0666662
Address
ONE US BANK PLAZA, 31ST FLOOR · ST. LOUIS, MO · 63101
Phone
(314) 552-6000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | RECORDKEEPER | $312K | — |
Other
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TD AMERITRADE | — | OMAHA, NC | NONE | $88K | — |
| MONETA GROUP INVESTMENT ADVISORS | 20-1903821 | — | NONE | $40K | — |
| RUBINBROWN LLP | 43-0765316 | — | NONE | $31K | — |
| LPL FINANCIAL | — | ST. LOUIS, MO | NONE | $24K | — |
| NORTHWESTER MUTUAL | — | ST. LOUIS, MO | NONE | $12K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
19 direct securities · 21 pooled funds· $548.3M(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.
Uncategorized
$310.9M
18 holdings
Common Collective Trust
$207.4M
20 holdings
103-12 Investment Entity
$20.7M
1 holding
Mutual Funds
$9.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Participant Directed Accounts Self-Directed Brokerage Accounts | — | — | — | $60.4M | 12.5% | |
| Fidelity® 500 Index Mutual Fund | — | — | — | $56.1M | 11.6% | |
| American Funds Growth Mutual Fund | — | — | — | $53.1M | 11.0% | |
| Dodge & Cox Stock Fund X Mutual Fund | — | — | — | $37.7M | 7.8% | |
| GALLIARD STABLE VALUE C GALLIARD CAPITAL MANAGEMENT · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $24.2M | 5.0% | |
| GALLIARD STABLE VALUE C GALLIARD CAPITAL MANAGEMENT · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $24.2M | 5.0% | |
| IR+M CORE BOND COLLECTIVE FUND A IR+M CORE BOND FUND LLC · EIN 02-0552970 / PN 001 | 103-12 Investment Entity | — | — | $20.7M | 4.3% | |
| T. Rowe Price Mid-Cap Mutual Fund | — | — | — | $19.7M | 4.1% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $18.5M | 3.8% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $18.0M | 3.7% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $14.3M | 2.9% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $14.3M | 2.9% | |
| JPMorgan Mid Cap Value R6 Mutual Fund | — | — | — | $13.4M | 2.8% | |
| Dodge & Cox International Mutual Fund | — | — | — | $12.6M | 2.6% | |
| Fidelity® Small Cap Index Mutual Fund | — | — | — | $11.8M | 2.4% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $11.7M | 2.4% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $11.7M | 2.4% | |
| American Funds Europacific Mutual Fund | — | — | — | $10.9M | 2.2% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $9.8M | 2.0% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $9.8M | 2.0% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $9.5M | 2.0% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $9.5M | 2.0% | |
| American Beacon Small Cap Mutual Fund | Mutual Funds | — | — | $9.3M | 1.9% | |
| Fidelity® International Index Mutual Fund | — | — | — | $7.9M | 1.6% | |
| Fidelity® Inflation-Prot Bd Idx Mutual Fund | — | — | — | $7.2M | 1.5% | |
| T Rowe Price Integrated US Mutual Fund | — | — | — | $7.1M | 1.5% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $5.7M | 1.2% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $5.7M | 1.2% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $5.4M | 1.1% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $5.4M | 1.1% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $4.0M | 0.8% | |
| Fidelity® US Bond Index Instl Mutual Fund | — | — | — | $3.5M | 0.7% | |
| Fidelity Real Estate Index Mutual Fund | — | — | — | $3.3M | 0.7% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $2.9M | 0.6% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $2.2M | 0.4% | |
| Fidelity® Emerging Markets Mutual Fund | — | — | — | $2.0M | 0.4% | |
| Fidelity® Mid Cap Index Instl Mutual Fund | — | — | — | $1.8M | 0.4% | |
| DFA International Real Mutual Fund | — | — | — | $1.2M | 0.2% | |
| Participant Notes Receivable * Aggregate general purpose loans (due at various maturities through October 2029, with interest rates ranging from 4.25% - 9.50%) | — | — | — | $1.1M | 0.2% | |
| SCHWAB INDEXED RETIREMENT TRUST 206 TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $585K | 0.1% |