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Original filing (PDF)20250813144118NAL0009147681001
THOMAS & HUTTON ENGINEERING CO.
Form 5500
FILING_RECEIVED
THOMAS & HUTTON ENGINEERING CO. RETIREMENT PLAN
401(k) retirement plan
Active participants
476
Accounts w/ balance
608
Plan assets (EOY)
$116.8M
Net assets (EOY)
$116.7M
How this plan invests
This plan
15 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS & HUTTON ENGINEERING CO..
Plan sponsor
Name
THOMAS & HUTTON ENGINEERING CO.
EIN
58-0652827
Address
50 PARK OF COMMERCE WAY · SAVANNAH, GA · 31405
Phone
(912) 234-5300
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
SYMPHONA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMLIS | — | SPRINGFIELD, MA | BROKER/ADVISOR | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| ASCENSUS INC | — | FORT WAYNE, IN | OTHER | $0 | — |
Investments
15 pooled funds· $67.9M(58% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MM S&P 500(R) INDEX R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $14.4M | 12.3% |
| AMERICAN FUNDS AMERICAN BALANCED R4 AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $11.6M | 9.9% |
| AMERICAN FUNDS GROWTH FUND OF AMER AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $6.8M | 5.8% |
| AMERICAN FUNDS WASHINGTON MUTUAL R4 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $5.7M | 4.8% |
| MASSMUTUAL MID CAP GROWTH R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $4.7M | 4.0% |
| BLACKROCK EQUITY DIVIDEND INSTL BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | $4.2M | 3.6% |
| VANGUARD TOTAL INTL STOCK INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | $4.1M | 3.5% |
| MASSMUTUAL TOTAL RETURN BOND SVC MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $4.0M | 3.4% |
| MASSMUTUAL SMALL CAP GR EQ R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | $3.2M | 2.7% |
| COLUMBIA SELECT MID CAP VALUE ADV COLUMBIA THREADNEEDLE · EIN 90-0342299 / PN 000 | Pooled Separate Account | $2.5M | 2.1% |
| GOLDMAN SACHS MID CAP VALUE INV GOLDMAN SACHS · EIN 90-0779283 / PN 000 | Pooled Separate Account | $2.1M | 1.8% |
| AMERICAN FUNDS CAPITAL WORLD GR&INC AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | $1.9M | 1.7% |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 04-1590850 / PN 000 | Pooled Separate Account | $1.4M | 1.2% |
| AB GLOBAL BOND ADVISOR ALLIANCEBERNSTEIN · EIN 90-0779283 / PN 000 | Pooled Separate Account | $1.1M | 0.9% |
| PIMCO LONG-TERM US GOVERNMENT INSTL PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | $302K | 0.3% |