Matthew D. Finke signed Thompson Coburn LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thompson Coburn LLP's EIN is 43-0666662.
Download the official 2024 Form 5500 (PDF) for Thompson Coburn LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thompson Coburn LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | RECORDKEEPER | $312K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS | 20-1903821 | — | NONE | $40K |
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.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TD AMERITRADE | — | OMAHA, NC | NONE | $88K | — |
| 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 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant Directed Accounts Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $60.4M | 12.5% | |
| Fidelity® 500 Index Mutual Fund | Common Collective Trusts | — | — | $56.1M | 11.6% | |
| American Funds Growth Mutual Fund | Mutual Funds | — | — | $53.1M | 11.0% | |
| Dodge & Cox Stock Fund X Mutual Fund | Mutual Funds | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $13.4M | 2.8% | |
| Dodge & Cox International Mutual Fund | Mutual Funds | — | — | $12.6M | 2.6% | |
| Fidelity® Small Cap Index Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $7.9M | 1.6% | |
| Fidelity® Inflation-Prot Bd Idx Mutual Fund | Common Collective Trusts | — | — | $7.2M | 1.5% | |
| T Rowe Price Integrated US Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $3.5M | 0.7% | |
| Fidelity Real Estate Index Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $2.0M | 0.4% | |
| Fidelity® Mid Cap Index Instl Mutual Fund | Mutual Funds | — | — | $1.8M | 0.4% | |
| DFA International Real Mutual Fund | Mutual Funds | — | — | $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%) | Bonds / Notes | — | — | $1.1M | 0.2% | |
| SCHWAB INDEXED RETIREMENT TRUST 206 TRANSAMERICA FINANCIAL LIFE · EIN 83-1098532 / PN 264 | Common Collective Trust | — | — | $585K | 0.1% |
