Tracey Jones signed Bennett Thrasher, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bennett Thrasher, LLP's EIN is 58-1673613.
Download the official 2024 Form 5500 (PDF) for Bennett Thrasher, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bennett Thrasher, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $53K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock Lfpth Indx 2045 K Fd Mutual Fund | Other securities | — | — | $10.6M | 15.3% | |
| BlackRock Lfpth Indx 2035 K Fd Mutual Fund | Other securities | — | — | $8.0M | 11.5% | |
| BlackRock Lfpth Indx 2040 K Fd Mutual Fund | Other securities | — | — | $7.7M | 11.1% | |
| BlackRock Lfpth Indx 2050 K Fd Mutual Fund | Other securities | — | — | $5.7M | 8.2% | |
| BlackRock Lfpth Indx 2055 K Fd Mutual Fund | Other securities | — | — | $5.5M | 7.9% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $4.7M | 6.8% | |
| BlackRock Lfpth Idx 2060 K Fd Mutual Fund | Common Collective Trusts | — | — | $3.5M | 5.0% | |
| BlackRock Lfpth Ind Rtrmt K Fd Mutual Fund | Other securities | — | — | $3.3M | 4.8% | |
| BlackRock Lfpth Indx 2030 K Fd Mutual Fund | Other securities | — | — | $3.0M | 4.4% | |
| Vanguard Growth Index Adm Fund Mutual Fund | Mutual Funds | — | — | $2.9M | 4.2% | |
| Self-Directed Brokerage Acct Self Directed Brokerage | Self-Directed Brokerage | — | — | $2.5M | 3.6% | |
| JPMorgan Large Cap Gr R6 Fd Mutual Fund | Other securities | — | — | $2.3M | 3.3% | |
| Vanguard Value Index Adm Fund Mutual Fund | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $1.0M | 1.4% | |
| Fidelity Mid Cp Index Fund Mutual Fund | Common Collective Trusts | — | — | $658K | 0.9% | |
| Lord Abbett Sht Drtn Inc R6 Fd Mutual Fund | Mutual Funds | — | — | $584K | 0.8% | |
| Fidelity International Idx Fd Mutual Fund | Common Collective Trusts | — | — | $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*** | Participant loans | — | — | $511K | 0.7% | |
| Vanguard Sm Cap Index Adm Fund Mutual Fund | Mutual Funds | — | — | $501K | 0.7% | |
| Am Fds Bd Fd of Am R6 Fd Mutual Fund | Other securities | — | — | $497K | 0.7% | |
| BlackRock Md-Cp Gr Eq K Fd Mutual Fund | Other securities | — | — | $486K | 0.7% | |
| JPMorgan Sm Cp Growth R6 Fund Mutual Fund | Other securities | — | — | $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 | Common Collective Trusts | — | — | $346K | 0.5% | |
| Janus Hend Mult-Sec Inc N Fd Mutual Fund | Mutual Funds | — | — | $185K | 0.3% | |
| JPMorgan Emerg Mkts Eq R6 Fd Mutual Fund | Other securities | — | — | $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 | Other securities | — | — | $68K | <0.1% | |
| Fidelity Adv Sm Cap Val Z Fund Mutual Fund | Mutual Funds | — | — | $28K | <0.1% | |
| (E) | Other securities | — | $68K | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
