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Original filing (PDF)20251015051417NAL0001996947001
THERMAL SOLUTIONS MANUFACTURING
Form 5500
FILING_RECEIVED
THERMAL SOLUTIONS MANUFACTURING 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
108
Accounts w/ balance
128
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
28 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
Helping the score
- Below-peer total fees (22 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THERMAL SOLUTIONS MANUFACTURING.
Plan sponsor
Name
THERMAL SOLUTIONS MANUFACTURING
EIN
45-4468451
Address
25 CENTURY BLVD · SUITE 210 · NASHVILLE, TN · 37214
Phone
(615) 806-7890
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CRISLER CPA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SILVER OAK SECURITIES | — | BRENTWOOD, TN | ADVISOR | $0 | — |
Investments
23 direct securities · 5 pooled funds· $2.6M(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.
Registered Investment Companies
$2.3M
23 holdings
Common Collective Trust
$324K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $494K | 18.6% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $416K | 15.7% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $399K | 15.0% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $194K | 7.3% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $149K | 5.6% | |
| JPMORGAN US EQUITY - A | Registered Investment Companies | — | — | $130K | 4.9% | |
| INVESCO COMSTOCK A | Registered Investment Companies | — | — | $115K | 4.3% | |
| CARILLON EAGLE SMCAP GROWTH A | Registered Investment Companies | — | — | $87K | 3.3% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $85K | 3.2% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $66K | 2.5% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $60K | 2.3% | |
| GS SMALL CAP VALUE FUND - A | Registered Investment Companies | — | — | $59K | 2.2% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $51K | 1.9% | |
| MACQUARIE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $46K | 1.7% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $42K | 1.6% | |
| JPMORGAN CORE BOND FUND - A | Registered Investment Companies | — | — | $42K | 1.6% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $36K | 1.3% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $35K | 1.3% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $33K | 1.2% | |
| AC STRAT ALLOC MOD FUND - A | Registered Investment Companies | — | — | $26K | 1.0% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $21K | 0.8% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $16K | 0.6% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $14K | 0.5% | |
| MFS RESEARCH INTL - R2 | Registered Investment Companies | — | — | $11K | 0.4% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $4K | 0.2% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $2K | <0.1% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $2K | <0.1% | |
| TROWE PRICE RET 2005 - R | Registered Investment Companies | — | — | $2K | <0.1% |
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