GREG Arnold signed Thomas, Bennett & Hunter, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thomas, Bennett & Hunter, Inc.'s EIN is 52-0507300.
Download the official 2024 Form 5500 (PDF) for Thomas, Bennett & Hunter, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thomas, Bennett & Hunter, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | BROKER/ADVISOR | $0 | — |
| MMLIS | — |
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 | |||||
|---|---|---|---|---|---|---|
| MassMutual Guaranteed Interest Account | Other securities | — | — | $9.6M | 43.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.9M | 13.2% | |
| MassMutual Mid Cap Growth I | Other securities | — | — | $1.7M | 7.6% | |
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.5M | 6.8% | |
| JPMorgan Large Cap Growth R4 | Other securities | — | — | $1.3M | 6.1% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $851K | 3.9% | |
| Dimensional Fund A DFA US Targeted Value I | Mutual Funds | — | — | $819K | 3.7% | |
| American Funds American Funds Washington Mutual R6 | Mutual Funds | — | — | $648K | 2.9% | |
| Invesco Intermediate Bond Factor Y | Mutual Funds | — | — | $555K | 2.5% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $399K | 1.8% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $394K | 1.8% | |
| installments, the latest of which is due September 2038 -0- | Other securities | — | — | $394K | 1.8% | |
| American Funds American Funds American Balanced R5 | Mutual Funds | — | — | $319K | 1.4% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $172K | 0.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $134K | 0.6% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $133K | 0.6% | |
| Fidelity Total International Index | Mutual Funds | — | — | $103K | 0.5% | |
| INDEXSELECT MODERATE 2065 FUND CL R GREAT GRAY · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $91K | 0.4% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $50K | 0.2% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| MASSMUTUAL DIVERSIFIED VALUE R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MM SANDP 500(R) INDEX SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| EMPOWER INTERNATIONAL INDEX INSTL EMPOWER FUNDS · EIN 84-1455663 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO INTERNATIONAL DIVERSIFIED Y INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL BALANCED R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| EMPOWER SANDP SMALLCAP 600 INDEX IN EMPOWER FUNDS · EIN 84-1455663 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| EMPOWER SANDP MID CAP 400 INDEX INS EMPOWER FUNDS · EIN 84-1455663 / PN 000 | 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.
| SPRINGFIELD, MA |
| BROKER/ADVISOR |
| $0 |
| — |
