J. Timothy Downard signed Lewis Thomason, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lewis Thomason, P.C.'s EIN is 62-1444488.
Download the official 2024 Form 5500 (PDF) for Lewis Thomason, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lewis Thomason, P.C.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), ERISA 404(c) participant direction, life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE TRUST COMPANY OF TENNESSEE | 62-1291257 | — | NONE | $130K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $5.8M | 10.9% | |
| Vanguard Growth Index Fund Admiral | Common Collective Trusts | — | — | $5.1M | 9.6% | |
| BlackRock Lifepath Index Retirement Portfolio | Other securities | — | — | $5.0M | 9.5% | |
| BlackRock Lifepath Index 2040 | Other securities | — | — | $4.5M | 8.5% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $3.5M | 6.6% | |
| BlackRock Lifepath Index 2030 Fund K 195,777.4760 Shares of Registered Investment Co n/a | Common Stocks | — | — | $3.3M | 6.3% | |
| BlackRock Lifepath Index 2035 | Other securities | — | — | $2.6M | 4.8% | |
| BlackRock Strategic Income Opps K | Other securities | — | — | $2.4M | 4.5% | |
| Goldman Sachs International Opportunity R6 | Common Stocks | — | — | $2.3M | 4.3% | |
| BlackRock Lifepath Index 2045 | Other securities | — | — | $2.2M | 4.1% | |
| Causeway International Value Institutional | Other securities | — | — | $2.0M | 3.8% | |
| JP Morgan Emerging Markets Equity | Other securities | — | — | $1.9M | 3.5% | |
| Conestoga Small Cap Institutional Fund | Other securities | — | — | $1.5M | 2.8% | |
| JP Morgan Core Bond R6 | Other securities | — | — | $1.4M | 2.7% | |
| Nationwide Focused Small Cap R6 | Other securities | — | — | $1.4M | 2.6% | |
| INVESCO STABLE VALUE TRUST CLASS A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.6% | |
| Metropolitan West Intermediate Bond Fund | Other securities | — | — | $1.0M | 1.9% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $921K | 1.7% | |
| American Funds Washington Mutual Fund | Mutual Funds | — | — | $918K | 1.7% | |
| BlackRock Lifepath Index 2050 | Other securities | — | — | $764K | 1.4% | |
| BlackRock Lifepath Index 2055 | Other securities | — | — | $483K | 0.9% | |
| JP Morgan US Government Money Market | Cash / Money Market | — | — | $392K | 0.7% | |
| Fidelity Advisors Growth Opportunity Fund | Mutual Funds | — | — | $318K | 0.6% | |
| Baird Aggregate Bond Institutional | Other securities | — | — | $304K | 0.6% | |
| Vanguard Inflation-Protected Security Fund | Mutual Funds | — | — | $255K | 0.5% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $236K | 0.4% | |
| dates from 2026 to 2040 - | Other securities | — | — | $158K | 0.3% | |
| Lewis, Thomason Participant Loans 11,569.0000 Interest Rate 4.25% - 9.50% n/a | Bonds / Notes | — | — | $158K | 0.3% | |
| BlackRock Lifepath Index 2060 | Other securities | — | — | $136K | 0.3% | |
| Franklin Financial Network Shares of Common Stock | Mutual Funds | — | — | $95K | 0.2% | |
| BlackRock Lifepath Index 2065 | Other securities | — | — | $22K | <0.1% | |
| Minnesota Life Insurance contract | Other securities | — | — | $12K | <0.1% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
