David Dustin signed Thalhimer, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thalhimer, Inc.'s EIN is 54-1178996.
Download the official 2024 Form 5500 (PDF) for Thalhimer, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thalhimer, Inc.'s plan includes profit-sharing, a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITIONS FINANCE STRATEGIES | 13-4238973 | CHARLOTTESVILLE, VA | NONE | $36K | — |
| STOUT RISIUS ROSS, LLC | 81-4960719 | SOUTHFIELD, MI | NONE | $33K | — |
| JAMES F JOYNER III | 24-0084983 | SPARTANSBURG, SC | NONE | $24K | — |
| HANTZMON WIEBEL LLC | 54-0618213 | CHARLOTTESVILLE, VA | NONE | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Thalhimer, Inc. 647,921 shares of Common Stock | Common Stocks | — | $26.8M | $59.4M | 98.8% |
