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Original filing (PDF)20250929084939NAL0011921008001
THOMPSON MACHINERY COMMERCE CORPORATION
Form 5500
FILING_RECEIVED
THOMPSON MACHINERY COMMERCE CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
979
Accounts w/ balance
997
Plan assets (EOY)
$38.1M
Net assets (EOY)
$38.1M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMPSON MACHINERY COMMERCE CORPORATION.
Plan sponsor
Name
THOMPSON MACHINERY COMMERCE CORPORATION
EIN
62-1098634
Address
1245 BRIDGESTONE PARKWAY · LA VERGNE, TN · 370863510
Phone
(615) 744-7898
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $33K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
32 direct securities· $38.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND | — | — | — | $5.7M | 15.0% | |
| AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND | — | — | — | $4.8M | 12.5% | |
| AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND | — | — | — | $4.7M | 12.2% | |
| AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND | — | — | — | $4.6M | 12.2% | |
| AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND | — | — | — | $3.5M | 9.1% | |
| AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND | — | — | — | $2.8M | 7.4% | |
| AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND | — | — | — | $2.1M | 5.4% | |
| VANGUARD 500 INDEX FUND | — | — | — | $1.8M | 4.8% | |
| AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND | — | — | — | $1.5M | 4.0% | |
| AMERICAN FUNDS 2065 TARGET DATE RETIREMENT FUND | — | — | — | $1.4M | 3.6% | |
| JPMORGAN LARGE CAP GROWTH FUND | — | — | — | $1.1M | 2.8% | |
| AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND | — | — | — | $912K | 2.4% | |
| AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND | — | — | — | $694K | 1.8% | |
| maturing at various dates through May 2030 - | — | — | — | $481K | 1.3% | |
| FIDELITY INTERNATIONAL INDEX FUND | — | — | — | $304K | 0.8% | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | — | — | $285K | 0.7% | |
| GOLDMAN SACHS FINANCIAL SQUARE GOVERNMENT FUND | — | — | — | $268K | 0.7% | |
| JOHN HANCOCK DISCIPLINED VALUE FUND | — | — | — | $208K | 0.5% | |
| BARON SMALL CAP FUND | — | — | — | $181K | 0.5% | |
| T ROWE PRICE MID-CAP GROWTH FUND INC | — | — | — | $164K | 0.4% | |
| VANGUARD SMALL-CAP INDEX FUND | — | — | — | $136K | 0.4% | |
| FIDELITY MID CAP INDEX FUND | — | — | — | $125K | 0.3% | |
| PIMCO DIVERSIFIED INCOME FUND | — | — | — | $123K | 0.3% | |
| DFA EMERGING MARKETS PORTFOLIO | — | — | — | $78K | 0.2% | |
| JOHN HANCOCK INVESTMENT GRADE BOND FUND | — | — | — | $56K | 0.1% | |
| DFA US SMALL CAP VALUE PORTFOLIO | — | — | — | $54K | 0.1% | |
| BARON INTERNATIONAL GROWTH FUND | — | — | — | $38K | 0.1% | |
| MFS TOTAL RETURN BOND R6 FUND | — | — | — | $18K | <0.1% | |
| AMERICAN FUNDS 2070 TARGET DATE RETIREMENT FUND | — | — | — | $8K | <0.1% | |
| DFA US VECTOR EQUITY PORTFOLIO | — | — | — | $5K | <0.1% | |
| AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND | — | — | — | $2K | <0.1% | |
| (E) | — | — | — | $2K | <0.1% |
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