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Original filing (PDF)20260113212316NAL0017018643001
THOMAS INSTRUMENT, INC.
Form 5500
FILING_RECEIVED
THOMAS INSTRUMENT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
224
Accounts w/ balance
248
Plan assets (EOY)
$23.1M
Net assets (EOY)
$23.1M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 60 bps in Schedule C fees — 106% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS INSTRUMENT, INC..
Plan sponsor
Name
THOMAS INSTRUMENT, INC.
EIN
74-1481595
Address
P.O. BOX 999 · BROOKSHIRE, TX · 77423
Phone
(281) 375-6300
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-13
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ABIP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $85K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | — | CLEVELAND, OH | INVESTMENT ADVISOR | $33K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOREN D STARK COMPANY | 74-1537058 | HOUSTON, TX | CONTRACT ADMIN | $4K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABIP PC | — | HOUSTON, TX | AUDITOR | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
27 direct securities · 1 pooled fund· $40.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$23.1M
27 holdings
Pooled Separate Account
$17.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $17.2M | 74.3% | |
| General Account Insurance General Account | — | — | — | $5.4M | 23.2% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $2.7M | 11.8% | |
| Fidelity Advisor Total Bond Z Mutual Fund | — | — | — | $2.0M | 8.6% | |
| Fidelity International Index Mutual Fund | — | — | — | $1.7M | 7.3% | |
| Jpmorgan Large Cap Growth R6 Mutual Fund | — | — | — | $1.6M | 7.1% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $1.2M | 5.1% | |
| Mfs International Growth R6 Mutual Fund | — | — | — | $966K | 4.2% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Fund | — | — | — | $853K | 3.7% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund | — | — | — | $770K | 3.3% | |
| Mfs Value R6 Mutual Fund | — | — | — | $769K | 3.3% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Fund | — | — | — | $592K | 2.6% | |
| Jpmorgan Mid Cap Growth R6 Mutual Fund | — | — | — | $585K | 2.5% | |
| Notes receivable from participants Participant Loans*** - | — | — | — | $577K | 2.5% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | — | — | — | $448K | 1.9% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | — | — | — | $378K | 1.6% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $358K | 1.5% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Fund | — | — | — | $348K | 1.5% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund | — | — | — | $321K | 1.4% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Fund | — | — | — | $320K | 1.4% | |
| Allspring Special Small Cap Value R6 Mutual Fund | — | — | — | $305K | 1.3% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | — | $305K | 1.3% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Fund | — | — | — | $183K | 0.8% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Fund | — | — | — | $161K | 0.7% | |
| American Funds 2020 Trgt Date Retire R6 Mutual Fund | — | — | — | $153K | 0.7% | |
| Dws Rreef Real Estate Securities R6 Mutual Fund | — | — | — | $76K | 0.3% | |
| American Funds 2010 Trgt Date Retire R6 Mutual Fund | — | — | — | $50K | 0.2% | |
| American Funds 2065 Trgt Date Retire R6 Mutual Fund | — | — | — | $6K | <0.1% |
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