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Original filing (PDF)20260123113418NAL0006822289001
BENNETT THRASHER, LLP
Form 5500
FILING_RECEIVED
BENNETT THRASHER, LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.2 moNo recordkeeper disclosed
Active participants
525
Accounts w/ balance
537
Plan assets (EOY)
$69.6M
Net assets (EOY)
$69.6M
How this plan invests
This plan
4 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
91
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.2 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENNETT THRASHER, LLP.
Plan sponsor
Name
BENNETT THRASHER, LLP
EIN
58-1673613
Address
3300 RIVERWOOD PARKWAY · SUITE 700 · ATLANTA, GA · 303393970
Phone
(770) 396-2200
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIN & TUCKER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $53K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $24K | — |
Investments
28 direct securities · 4 pooled funds· $69.1M(99% of reported assets)
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.
Uncategorized
$67.0M
28 holdings
Common Collective Trust
$2.1M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Lfpth Indx 2045 K Fd Mutual Fund | — | — | — | $10.6M | 15.3% | |
| BlackRock Lfpth Indx 2035 K Fd Mutual Fund | — | — | — | $8.0M | 11.5% | |
| BlackRock Lfpth Indx 2040 K Fd Mutual Fund | — | — | — | $7.7M | 11.1% | |
| BlackRock Lfpth Indx 2050 K Fd Mutual Fund | — | — | — | $5.7M | 8.2% | |
| BlackRock Lfpth Indx 2055 K Fd Mutual Fund | — | — | — | $5.5M | 7.9% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $4.7M | 6.8% | |
| BlackRock Lfpth Idx 2060 K Fd Mutual Fund | — | — | — | $3.5M | 5.0% | |
| BlackRock Lfpth Ind Rtrmt K Fd Mutual Fund | — | — | — | $3.3M | 4.8% | |
| BlackRock Lfpth Indx 2030 K Fd Mutual Fund | — | — | — | $3.0M | 4.4% | |
| Vanguard Growth Index Adm Fund Mutual Fund | — | — | — | $2.9M | 4.2% | |
| Self-Directed Brokerage Acct Self Directed Brokerage | — | — | — | $2.5M | 3.6% | |
| JPMorgan Large Cap Gr R6 Fd Mutual Fund | — | — | — | $2.3M | 3.3% | |
| Vanguard Value Index Adm Fund Mutual Fund | — | — | — | $1.1M | 1.5% | |
| PUTNAM STABLE VALUE FUND (25) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| BlackRock Lfpth Idx 2065 K Fd Mutual Fund | — | — | — | $1.0M | 1.4% | |
| Fidelity Mid Cp Index Fund Mutual Fund | — | — | — | $658K | 0.9% | |
| Lord Abbett Sht Drtn Inc R6 Fd Mutual Fund | — | — | — | $584K | 0.8% | |
| Fidelity International Idx Fd Mutual Fund | — | — | — | $581K | 0.8% | |
| PUTNAM LARGE CAP VALUE I TRUST PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $525K | 0.8% | |
| Notes receivable from participants Participant Loans*** | — | — | — | $511K | 0.7% | |
| Vanguard Sm Cap Index Adm Fund Mutual Fund | — | — | — | $501K | 0.7% | |
| Am Fds Bd Fd of Am R6 Fd Mutual Fund | — | — | — | $497K | 0.7% | |
| BlackRock Md-Cp Gr Eq K Fd Mutual Fund | — | — | — | $486K | 0.7% | |
| JPMorgan Sm Cp Growth R6 Fund Mutual Fund | — | — | — | $482K | 0.7% | |
| CLEARBRIDGE INTL GROWTH R3 FD GREAT GRAY TRUST COMPANY · EIN 82-3125078 / PN 346 | Common Collective Trust | — | — | $373K | 0.5% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $346K | 0.5% | |
| Janus Hend Mult-Sec Inc N Fd Mutual Fund | — | — | — | $185K | 0.3% | |
| JPMorgan Emerg Mkts Eq R6 Fd Mutual Fund | — | — | — | $181K | 0.3% | |
| COHEN & STEERS US REALTY A FND SEI TRUST COMPANY · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $165K | 0.2% | |
| Allspring Spec M Cap Value R6 Mutual Fund | — | — | — | $68K | <0.1% | |
| Fidelity Adv Sm Cap Val Z Fund Mutual Fund | — | — | — | $28K | <0.1% | |
| (E) | — | — | $68K | $28K | <0.1% |
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