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Original filing (PDF)20251009083249NAL0015010082001
ALEXANDER THOMPSON ARNOLD PLLC
Form 5500
FILING_RECEIVED
ALEXANDER THOMPSON ARNOLD PLLC 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
273
Accounts w/ balance
253
Plan assets (EOY)
$23.5M
Net assets (EOY)
$23.5M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALEXANDER THOMPSON ARNOLD PLLC.
Plan sponsor
Name
ALEXANDER THOMPSON ARNOLD PLLC
EIN
62-1110839
Address
624 E REELFOOT AVENUE · UNION CITY, TN · 38261
Phone
(731) 885-3661
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Name
ALEXANDER THOMPSON ARNOLD PLLC
EIN
62-1110839
City
UNION CITY, TN
Phone
(731) 642-0771
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
JASON UNDERWOOD CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
31 direct securities· $23.5M(100% of reported assets)
Uncategorized
$21.9M
30 holdings
Mutual Funds
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| X Vanguard Interm-Term Treas Index ETF | — | — | — | $3.8M | 16.2% | |
| Schwab Total Stock Market Index Select | — | — | — | $2.5M | 10.5% | |
| Vanguard Short-Term Treasury Index Adm | — | — | — | $2.4M | 10.3% | |
| Vanguard Value Index ETF | — | — | — | $2.1M | 9.1% | |
| American Funds Target Date Ret 2020 R6 | — | — | — | $2.1M | 8.8% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $1.6M | 6.8% | |
| Vanguard FTSE All-World ex-US Index Adm | — | — | — | $1.5M | 6.4% | |
| Vanguard FTSE Emerging Markets ETF | — | — | — | $1.3M | 5.5% | |
| American Funds Target Date Ret 2035 R6 | — | — | — | $1.0M | 4.4% | |
| Vanguard Small-Cap ETF | — | — | — | $894K | 3.8% | |
| X Vanguard Small-Cap Value Index ETF | — | — | — | $798K | 3.4% | |
| Vanguard FTSE All-World exUS S/C Index ETF | — | — | — | $750K | 3.2% | |
| American Funds Target Date Ret 2045 R6 | — | — | — | $382K | 1.6% | |
| Exchange-Traded Funds Vanguard S&P 500 ETF | — | — | — | $380K | 1.6% | |
| American Funds Target Date Ret 2050 R6 | — | — | — | $289K | 1.2% | |
| American Funds Target Date Ret 2055 R6 | — | — | — | $276K | 1.2% | |
| American Funds Target Date Ret 2030 R6 | — | — | — | $236K | 1.0% | |
| Vanguard Total Stock Market Index Adm | — | — | — | $233K | 1.0% | |
| American Funds Target Date Ret 2040 R6 | — | — | — | $174K | 0.7% | |
| 10.50% with various maturity dates | — | — | — | $167K | 0.7% | |
| American Funds Target Date Ret 2015 R6 | — | — | — | $143K | 0.6% | |
| American Funds Target Date Ret 2060 R6 | — | — | — | $121K | 0.5% | |
| American Funds Target Date Ret 2025 R6 | — | — | — | $108K | 0.5% | |
| Vanguard Total World Stock Index ETF | — | — | — | $36K | 0.2% | |
| Vanguard Real Estate Index Adm | — | — | — | $36K | 0.2% | |
| Vanguard Short-Term Bond Index Adm ** 785 Vanguard Total Intl Bond Index Adm ** 552 American Funds Target Date Ret 2010 R6 | — | — | — | $35K | 0.1% | |
| Vanguard Utilities Index ETF | — | — | — | $27K | 0.1% | |
| Schwab U.S. Aggregate Bond Index | — | — | — | $21K | <0.1% | |
| Exchange-Traded Funds - continued Vanguard Interm-Term Bond Index ETF | — | — | — | $19K | <0.1% | |
| Vanguard High Yield Corp Adm | — | — | — | $11K | <0.1% | |
| Vanguard Ultra-Short Bond ETF | — | — | — | $9K | <0.1% |
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