Scott Jackson signed Thompsongas, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thompsongas, LLC's EIN is 47-5059833.
Download the official 2024 Form 5500 (PDF) for Thompsongas, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thompsongas, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $130K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC. | — | RALEIGH, NC | RETAINED BY EMPLOYER | $19K | — |
| CLIFTON LARSEN ALLEN LLP | 41-0746749 |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TR 2035 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $6.9M | 17.1% | |
| VANGUARD TR 2030 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $5.6M | 13.9% | |
| VANGUARD TR 2040 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $4.3M | 10.7% | |
| VANGUARD TR 2045 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $2.9M | 7.1% | |
| VANGUARD TR 2025 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $2.6M | 6.5% | |
| VANGUARD TR 2050 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $2.3M | 5.8% | |
| VANGUARD TR 2055 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $2.3M | 5.8% | |
| Vanguard 500 Index Fd Admiral | Common Collective Trusts | — | — | $2.2M | 5.3% | |
| VANGUARD TR 2060 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $1.9M | 4.8% | |
| with Various Maturities | Other securities | — | — | $1.2M | 2.9% | |
| VANGUARD TR 2020 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.7% | |
| Harbor Funds Harbor Cap Appreciation Ret | Mutual Funds | — | — | $648K | 1.6% | |
| Fidelity Funds Fidelity Advisor Total Bd Z | Mutual Funds | — | — | $618K | 1.5% | |
| John Hancock NYL Insurance Anchor IV | Other securities | — | — | $610K | 1.5% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $610K | 1.5% | |
| VANGUARD TR 2065 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $601K | 1.5% | |
| VANGUARD TR INCOME TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $530K | 1.3% | |
| John Hancock John Hancock Disciplined Val R | Other securities | — | — | $528K | 1.3% | |
| Vanguard Total Int Idx Adm | Common Collective Trusts | — | — | $497K | 1.2% | |
| JP Morgan Asset Mgmt JPMorgan US Govt MMkt Cap Cl | Other securities | — | — | $400K | 1.0% | |
| Carillon Eagle Mid Cap Growth Fund R6 | Other securities | — | — | $367K | 0.9% | |
| Vanguard Ex Mkt Ind Fd Adm | Mutual Funds | — | — | $359K | 0.9% | |
| JP Morgan Asset Mgmt JP Morgan Mid Cap Value Fd R6 | Other securities | — | — | $355K | 0.9% | |
| Principal Life Insurance Co Principal SmCap Grwth | Common Stocks | — | — | $316K | 0.8% | |
| Principal Life Insurance Co Principal Real Estate Sec R6 | Common Stocks | — | — | $300K | 0.7% | |
| American Funds American EuroPacific Growth R6 | Mutual Funds | — | — | $225K | 0.6% | |
| Massachusetts Financial Serv MFS New Discovery Value R6 | Mutual Funds | — | — | $189K | 0.5% | |
| John Hancock John Hancock Disc Val Intl R6 | Other securities | — | — | $176K | 0.4% | |
| Vanguard Ttl Bd Mkt Ind Adm | Mutual Funds | — | — | $167K | 0.4% | |
| VANGUARD TR 2070 TRUST PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $158K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| RETAINED BY EMPLOYER |
| $16K |
| — |
