How big is Thomas and Thorngren, Inc.'s plan?

Thomas and Thorngren, Inc.'s plan reported $10.1M in assets and 201 participants for 2024.

Original filing (PDF)20251010084558NAL0018007794001

Thomas and Thorngren, Inc.

Name: Thomas and Thorngren, Inc. — Thomas and Thorngren, Form 5500 (2024)
Creator: Thomas and Thorngren, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Thomas and Thorngren, Inc. 401(k) Plan

401(k) retirement plan · Thomas and Thorngren, Inc.'s Thomas and Thorngren, Inc. 401(k) Plan held $10.1M in plan assets for 201 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

27% in single holding

Active participants

201

Accounts w/ balance

149

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

People on this filing

CHAN Workman signed Thomas and Thorngren, Inc.'s 2024 Form 5500 as plan administrator.

CHAN Workman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Thomas and Thorngren, Inc.'s EIN is 62-1553208.

EIN 62-1553208

Plan number 001

Plan year 2024

ACK ID 20251010084558NAL0018007794001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas and Thorngren, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas and Thorngren, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

59 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Plan sponsor

Name

THOMAS AND THORNGREN, INC.

DBA

THOMAS & COMPANY

EIN

all filings

Address

P.O. BOX 280100 · NASHVILLE, TN · 37228

Phone

(615) 242-8246

Industry

All Other Professional Services· Professional & Technical Services

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Investments

59 direct securities· $10.1M(100% of reported assets)

Mutual Funds

$9.3M

50 holdings

Common Collective Trusts

$574K

4 holdings

Other securities

$291K

5 holdings

					% of plan
Fidelity Freedom 2045 Fund	Mutual Funds	—	—	$2.7M	27.0%
Fidelity Freedom 2050 Fund	Mutual Funds	—	—	$1.5M	14.6%
Fidelity Freedom 2040 Fund	Mutual Funds	—	—	$1.0M	9.9%
Fidelity Freedom 2055 Fund	Mutual Funds	—	—	$683K	6.7%
Fidelity Freedom 2030 Fund	Mutual Funds	—	—	$647K	6.4%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$518K	5.1%
Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$297K	2.9%
Fidelity Freedom 2035 Fund	Mutual Funds	—	—	$278K	2.7%
Fidelity Freedom 2015 Fund	Mutual Funds	—	—	$263K	2.6%
Fidelity Select Medical Technology and Devices Portfolio	Mutual Funds	—	—	$204K	2.0%
Fidelity Freedom 2060 Fund	Mutual Funds	—	—	$196K	1.9%
Thornburg International Value Fund	Other securities	—	—	$187K	1.8%
Fidelity Balanced Fund	Mutual Funds	—	—	$165K	1.6%
Fidelity Stock Selector Large Cap Value Fund	Mutual Funds	—	—	$114K	1.1%
Fidelity Total Bond Fund	Mutual Funds	—	—	$102K	1.0%
Fidelity Emerging Markets Fund	Mutual Funds	—	—	$97K	1.0%
Fidelity Equity-Income Fund	Mutual Funds	—	—	$96K	0.9%
Fidelity Select Semiconductors Portfolio	Mutual Funds	—	—	$95K	0.9%
Fidelity Small Cap Growth Fund	Mutual Funds	—	—	$85K	0.8%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$69K	0.7%
through 2029; secured by participant account balance -0-	Other securities	—	—	$63K	0.6%
Fidelity Growth Discovery Fund	Mutual Funds	—	—	$61K	0.6%
PIMCO Total Return Fund	Mutual Funds	—	—	$59K	0.6%
Fidelity Freedom 2025 Fund	Mutual Funds	—	—	$52K	0.5%
Fidelity Fund	Mutual Funds	—	—	$45K	0.4%
Fidelity Natural Resources	Mutual Funds	—	—	$43K	0.4%
Fidelity Mid Cap Value	Mutual Funds	—	—	$39K	0.4%
Fidelity Select Energy Portfolio	Mutual Funds	—	—	$37K	0.4%
Fidelity Environment and Alternative Energy	Mutual Funds	—	—	$36K	0.4%
Fidelity Select Defense and Aerospace Portfolio	Mutual Funds	—	—	$34K	0.3%
Fidelity International Index Fund	Common Collective Trusts	—	—	$31K	0.3%
American Beacon Small Cap Value Fund	Other securities	—	—	$29K	0.3%
Fidelity International Discovery Fund	Mutual Funds	—	—	$26K	0.3%
MFS Mid Cap Growth Fund	Mutual Funds	—	—	$25K	0.2%
Fidelity Select Software and IT Services Portfolio	Mutual Funds	—	—	$25K	0.2%
Fidelity Select Utilities	Mutual Funds	—	—	$25K	0.2%
Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$24K	0.2%
Fidelity Small Cap Value Fund	Mutual Funds	—	—	$19K	0.2%
Fidelity Capital & Income Fund	Mutual Funds	—	—	$17K	0.2%
Fidelity Disciplined Equity	Mutual Funds	—	—	$16K	0.2%
Fidelity Real Estate Income Fund	Mutual Funds	—	—	$13K	0.1%
Fidelity Financials	Mutual Funds	—	—	$12K	0.1%
Fidelity Freedom 2020 Fund	Mutual Funds	—	—	$10K	0.1%
Carillon Eagle Mid Cap Growth Fund	Other securities	—	—	$10K	0.1%
Fidelity Select Retailing Portfolio	Mutual Funds	—	—	$10K	<0.1%
Fidelity Select IT Services Portfolio	Mutual Funds	—	—	$8K	<0.1%
Fidelity Select Wireless	Mutual Funds	—	—	$7K	<0.1%
Fidelity Select Healthcare Services	Mutual Funds	—	—	$6K	<0.1%
Fidelity Freedom Income Fund	Mutual Funds	—	—	$6K	<0.1%
Fidelity Freedom 2065 Fund	Mutual Funds	—	—	$5K	<0.1%