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Original filing (PDF)20251015181735NAL0002859955001
THERMON, INC.
Form 5500
FILING_RECEIVED
THERMON INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
663
Accounts w/ balance
691
Plan assets (EOY)
$70.9M
Net assets (EOY)
$70.9M
How this plan invests
This plan
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THERMON, INC..
Plan sponsor
Name
THERMON, INC.
EIN
74-1365355
Address
7171 SOUTHWEST PKWY · BUILDING 300 SUITE 200 · AUSTIN, TX · 78735
Phone
(512) 690-0600
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $69K | — |
| CAP FINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $61K | — |
Investments
32 direct securities· $74.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 | — | — | — | $12.4M | 17.6% | |
| Fidelity 500 Index | — | — | — | $8.5M | 12.0% | |
| PRUDENTIAL GIF FOR THERMON INC Guaranteed Investment Fund | — | — | — | $7.3M | 10.3% | |
| Empower Annuity Insurance Company Guaranteed Income Fund | — | — | — | $7.3M | 10.3% | |
| TROWE PRICE RETIREMENT 2035 I Registered Investment Company | — | — | — | $4.3M | 6.0% | |
| TROWE PRICE RETIREMENT 2030 I Registered Investment Company | — | — | — | $3.3M | 4.7% | |
| T Rowe Price T Rowe Price Ret I 2045 I | — | — | — | $3.2M | 4.6% | |
| T Rowe Price T Rowe Price Ret I 2050 I | — | — | — | $3.2M | 4.5% | |
| Fidelity Mid Cap Index | — | — | — | $2.6M | 3.7% | |
| Invesco Oppenheimer Disc R6 | — | — | — | $2.5M | 3.6% | |
| T Rowe Price T Rowe Price Ret I 2040 I | — | — | — | $2.4M | 3.4% | |
| T Rowe Price T Rowe Price Ret I 2025 I | — | — | — | $2.4M | 3.4% | |
| MFS Value R6 | — | — | — | $2.2M | 3.1% | |
| Goldman Sachs Goldman Sachs Gqg Ptnrts Intl | — | — | — | $2.1M | 3.0% | |
| Fidelity Adv Small Cap Value Z | — | — | — | $1.6M | 2.3% | |
| PARTICIPANT LOANS (4.25% - 10.50%) | — | — | — | $1.5M | 2.1% | |
| 10.50% with various due dates -0- | — | — | — | $1.5M | 2.1% | |
| AMERICAN NEW PERSPECTIVE R6 Registered Investment Company | — | — | — | $1.4M | 1.9% | |
| Dodge & Cox Dodge & Cox Income X | — | — | — | $1.2M | 1.6% | |
| T Rowe Price T Rowe Price Ret I 2055 I | — | — | — | $1.0M | 1.5% | |
| PIMCO Income Institutional | — | — | — | $661K | 0.9% | |
| T Rowe Price T Rowe Price Ret I 2060 I | — | — | — | $582K | 0.8% | |
| TROWE PRICE RETIREMENT 2020 I Registered Investment Company | — | — | — | $439K | 0.6% | |
| Fidelity Small Cap Index | — | — | — | $228K | 0.3% | |
| Fidelity Us Bond Index | — | — | — | $223K | 0.3% | |
| MFS Mid Cap Growth Fund R6 | — | — | — | $217K | 0.3% | |
| Fidelity International Index | — | — | — | $148K | 0.2% | |
| T Rowe Price T Rowe Price Ret I 2065 I | — | — | — | $146K | 0.2% | |
| T Rowe Price T Rowe Price Ret I 2015 I | — | — | — | $106K | 0.1% | |
| MFS Mid Cap Value R6 | — | — | — | $93K | 0.1% | |
| T Rowe Price T Rowe Price Ret I 2010 I | — | — | — | $9K | <0.1% | |
| T Rowe Price T Rowe Price Ret I 2005 I | — | — | — | $4K | <0.1% |
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