Original filing (PDF)20260120123827NAL0001295987001

THOMPSON TRACTOR CO., INC.

Name: THOMPSON TRACTOR CO., INC. — THOMPSON TRACTOR CO., INC. PROFIT SHARING PLAN AND TRUST AGREEMENT, Form 5500 (2024)
Creator: THOMPSON TRACTOR CO., INC.

Form 5500

FILING_RECEIVED

THOMPSON TRACTOR CO., INC. PROFIT SHARING PLAN AND TRUST AGREEMENT

401(k) retirement plan

Signals · 2

Late filing · 2.1 moNo recordkeeper disclosed

Active participants

1,656

Accounts w/ balance

1,977

Plan assets (EOY)

$268.8M

Net assets (EOY)

$268.8M

How this plan invests

This plan

1 pooled trust

Schedule D

14 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Concentration risk

100

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMPSON TRACTOR CO., INC..

Plan sponsor

Name

THOMPSON TRACTOR CO., INC.

EIN

63-0377478

Address

2401 PINSON VALLEY PARKWAY · BIRMINGHAM, AL · 35217

Phone

(205) 849-4307

Industry

Wholesale Tradesee all

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

2026-01-20

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)

Welfare benefit codes

4B · Life Insurance

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWAB RETIREMENT PLAN SERVICES,INC	34-1479833	—	NONE	$177K	—
CAPFINANCIAL PARTNERS, LLC	26-0058143	—	NONE	$71K	—

Investments

13 direct securities · 1 pooled fund· $262.7M(98% of reported assets)

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.

Uncategorized

$230.9M

13 holdings

Common Collective Trust

$31.9M

1 holding