Heather BASS signed Thompson Tractor Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thompson Tractor Co., Inc.'s EIN is 63-0377478.
Download the official 2024 Form 5500 (PDF) for Thompson Tractor Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thompson Tractor Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $177K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $71K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $38.6M | 14.3% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $33.4M | 12.4% | |
| GALLIARD STABLE RETURN FUND C1 SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $31.9M | 11.9% | |
| Mainstay Winslow Large-Cap Growth I | Other securities | — | — | $28.9M | 10.8% | |
| American Fundamental Investors R6 | Other securities | — | — | $27.2M | 10.1% | |
| Europacific Growth R6 | Other securities | — | — | $23.5M | 8.7% | |
| American Beacon Small-Cap Value R5 | Other securities | — | — | $18.7M | 7.0% | |
| Vanguard Equity Income Admiral Fund | Mutual Funds | — | — | $18.5M | 6.9% | |
| Vanguard Institutional International Stock Index Fund | Common Collective Trusts | — | — | $9.9M | 3.7% | |
| MFS Mid-Cap Growth Fund 4 | Mutual Funds | — | — | $7.4M | 2.7% | |
| Massmutual Small-Cap Growth Fund 4 | Other securities | — | — | $7.3M | 2.7% | |
| Vanguard Wellington Admiral Fund | Mutual Funds | — | — | $6.9M | 2.6% | |
| Allspring Special Mid-Cap Value Fund R6 | Other securities | — | — | $6.3M | 2.3% | |
| Notes receivable from participants | Other securities | — | — | $4.4M | 1.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
