Kasey Hapke signed Thought Logic Consulting, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thought Logic Consulting, LLC's EIN is 46-5500889.
Download the official 2024 Form 5500 (PDF) for Thought Logic Consulting, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thought Logic Consulting, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $36K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $4.1M | 22.6% | |
| Fidelity Large Cap Growth Index Mutual Fund | Mutual Funds | — | — | $2.8M | 15.2% | |
| Fidelity Large Cap Value Index Mutual Fund | Mutual Funds | — | — | $1.8M | 10.1% | |
| JP Morgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $1.4M | 7.5% | |
| Fidelity U.S Bond Index Mutual Fund | Mutual Funds | — | — | $1.3M | 6.9% | |
| Fidelity Global Ex U.S. Index Mutual Fund | Mutual Funds | — | — | $896K | 4.9% | |
| Transamerica Stable Value Stable Value Fund | Stable Value | — | — | $876K | 4.8% | |
| JPMorgan Equity Income Mutual Fund | Other securities | — | — | $868K | 4.8% | |
| Invesco Core Plus Bond R6 Mutual Fund | Mutual Funds | — | — | $637K | 3.5% | |
| American Funds New Perspective Mutual Fund | Mutual Funds | — | — | $597K | 3.3% | |
| Vanguard Small Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $568K | 3.1% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $450K | 2.5% | |
| Blackrock High Yield Bond K Mutual Fund | Other securities | — | — | $319K | 1.7% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund | Other securities | — | — | $296K | 1.6% | |
| MFS Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $255K | 1.4% | |
| Blackrock Mid Cap Growth Equity K Mutual Fund | Other securities | — | — | $231K | 1.3% | |
| American Century Small Cap Value R6 Mutual Fund | Other securities | — | — | $216K | 1.2% | |
| MFS New Discovery R6 Mutual Fund | Mutual Funds | — | — | $209K | 1.1% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $160K | 0.9% | |
| Blackrock International K Mutual Fund | Other securities | — | — | $133K | 0.7% | |
| Participant Loans Various maturity dates; -0- | Participant loans | — | — | $95K | 0.5% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 628 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FRANKLIN SMALL CAP VALUE RET OPT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VICTORY SYCAMORE ESTD VALUE RET OPT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 613 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FEDERATED HERMES INS HIGH RET OPT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 575 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIONEER SELECT MID CAP GRTH RET OPT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 741 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD REAL ESTATE INX RET OPT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 583 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD REAL ESTATE INX RET OPT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 099 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LOOMIS SAYLES INVT GRD BOND RET OPT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 086 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET S&P MIDCAP INX RET OPT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 036 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN EQUITY INCOME RET OPT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 584 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 107 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW PERS RET OPT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 259 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET INTNL INX RET OPT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 035 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET US BOND INDEX RET OPT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 037 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL LCAP V RET OPT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MORGAN STANLEY GROWTH RET OPT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSSELL LCAP G RET OPT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 122 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 587 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1451524 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $38K |
| — |
