How big is Threaded Fasteners, Inc.'s plan?

Threaded Fasteners, Inc.'s plan reported $9.2M in assets and 245 participants for 2024.

Original filing (PDF)20251006150726NAL0001987011001

Threaded Fasteners, Inc.

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

Form 5500

FILING_RECEIVED

Threaded Fasteners, Inc. Retirement Plan

401(k) retirement plan · Threaded Fasteners, Inc.'s Threaded Fasteners, Inc. Retirement Plan held $9.2M in plan assets for 245 participants in 2024.

Signals · 1

~82 bps in Sched C fees

Active participants

245

Accounts w/ balance

261

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

People on this filing

Ashley Bryan signed Threaded Fasteners, Inc.'s 2024 Form 5500 as plan administrator.

Ashley Bryan — 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

Threaded Fasteners, Inc.'s EIN is 63-0765747.

EIN 63-0765747

Plan number 001

Plan year 2024

ACK ID 20251006150726NAL0001987011001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Threaded Fasteners, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, automatic enrollment.

Decision-maker contacts

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Plan sponsor

Name

THREADED FASTENERS, INC.

EIN

all filings

Address

3200 CRICHTON STREET · MOBILE, AL · 36607

Phone

(251) 432-0107

Industry

Manufacturing

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

2025-10-06

Pension benefit codes

2E · Profit-sharing

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)

2F · ERISA section 404(c)

2S · Automatic enrollment

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
6TH STREET ADVISORS, LLC	27-5433171	—	INVESTMENT MANAGER	$41K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PCS RETIREMENT, LLC	23-3038464	—	CONTRACT ADMINISTRATOR	$34K	—

Investments

27 direct securities· $9.2M(100% of reported assets)

Other securities

$5.0M

16 holdings

Common Collective Trusts

$2.3M

5 holdings

Mutual Funds

$1.9M

4 holdings

Common Stocks

$49K

1 holding

Real Estate

$2K

1 holding

					% of plan
SPDR Portfolio S&P 500 ETF Mutual Fund	Common Collective Trusts	—	—	$1.3M	14.5%
Aptus Collared Income Opportunity ETF Mutual Fund	Other securities	—	—	$1.2M	12.8%
Vanguard LifeStrategy Moderate Gr Inv Mutual Fund	Mutual Funds	—	—	$1.1M	12.4%
Aptus Defined Risk ETF Mutual Fund	Other securities	—	—	$846K	9.2%
Aptus Drawdown Managed Equity EFT Mutual Fund	Other securities	—	—	$720K	7.8%
Aptus International Enhanced Yield Mutual Fund	Other securities	—	—	$631K	6.9%
Opus Small Cap Value Plus ETF Mutual Fund	Other securities	—	—	$495K	5.4%
Vanguard FTSE Developed Markets Mutual Fund	Mutual Funds	—	—	$472K	5.1%
Aptus Enhanced Yield Mutual Fund	Other securities	—	—	$442K	4.8%
Invesco S&P 500 Equal Weight Mutual Fund	Common Collective Trusts	—	—	$439K	4.8%
Vanguard FTSE Emerging Markets Mutual Fund	Mutual Funds	—	—	$225K	2.4%
FDIC Insured DDA Mutual Fund	Other securities	—	—	$210K	2.3%
SPDR Portfolio S&P 500 Value ETF Mutual Fund	Common Collective Trusts	—	—	$187K	2.0%
SPDR Portfolio S&P 500 Growth ETF Mutual Fund	Common Collective Trusts	—	—	$176K	1.9%
iShares Core US Aggregate Bond Mutual Fund	Other securities	—	—	$164K	1.8%
SPDR Portfolio S&P 500 High Div ETF Mutual Fund	Common Collective Trusts	—	—	$123K	1.3%
SPDR Portfolio Long Term Treasury Mutual Fund 49 SPDR Portfolio S&P 400 Mid Cap ETF Mutual Fund	Other securities	—	—	$67K	0.7%
SPDR Portfolio Emerging Markets ETF Mutual Fund	Other securities	—	—	$54K	0.6%
SPDR Portfolio Developed Wld ex-US Mutual Fund	Other securities	—	—	$51K	0.5%
SPDR Portfolio Interm Term Corp Bd ETF Mutual Fund	Common Stocks	—	—	$49K	0.5%
SPDR Portfolio S&P 600 Small Cap ETF Mutual Fund	Other securities	—	—	$43K	0.5%
Vanguard LifeStrategy Cnsrv Gr Inv Mutual Fund	Mutual Funds	—	—	$32K	0.3%
SPDR Portfolio Aggregate Bond Mutual Fund	Other securities	—	—	$31K	0.3%
SPDR Blmb Barclays High Yield Bond ETF Mutual Fund	Other securities	—	—	$29K	0.3%
SPDR Port S&P 1500 Comps Stk Mkt ETF Mutual Fund	Other securities	—	—	$27K	0.3%
SPDR Portfolio Short Term Treasury Mutual Fund	Other securities	—	—	$18K	0.2%
Select Sector SPDR Mutual Fund	Real Estate	—	—	$2K	<0.1%