Britt Garner signed Thermon, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thermon, Inc.'s EIN is 74-2246799.
Download the official 2023 Form 5500 (PDF) for Thermon, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Thermon, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $48K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan | Other securities | — | — | $9.4M | 16.3% | |
| Empower Annuity Insurance Company | Common Stocks | — | — | $9.1M | 15.7% | |
| Fidelity | Mutual Funds | — | — | $6.1M | 10.7% | |
| T Rowe Price | Mutual Funds | — | — | $3.4M | 6.0% | |
| T Rowe Price | Mutual Funds | — | — | $2.8M | 4.9% | |
| T Rowe Price | Mutual Funds | — | — | $2.7M | 4.7% | |
| T Rowe Price | Mutual Funds | — | — | $2.5M | 4.4% | |
| American Funds | Mutual Funds | — | — | $2.2M | 3.9% | |
| Fidelity | Mutual Funds | — | — | $2.2M | 3.8% | |
| MFS | Mutual Funds | — | — | $2.2M | 3.8% | |
| T Rowe Price | Mutual Funds | — | — | $2.1M | 3.6% | |
| T Rowe Price | Mutual Funds | — | — | $2.1M | 3.6% | |
| Invesco | Mutual Funds | — | — | $2.1M | 3.6% | |
| Fidelity | Mutual Funds | — | — | $1.6M | 2.7% | |
| Metropolitan West Funds | Other securities | — | — | $1.5M | 2.7% | |
| American Funds | Mutual Funds | — | — | $1.2M | 2.2% | |
| Participant loans | Participant loans | — | — | $1.2M | 2.1% | |
| T Rowe Price | Mutual Funds | — | — | $815K | 1.4% | |
| PIMCO | Mutual Funds | — | — | $553K | 1.0% | |
| T Rowe Price | Mutual Funds | — | — | $460K | 0.8% | |
| T Rowe Price | Mutual Funds | — | — | $420K | 0.7% | |
| Fidelity | Mutual Funds | — | — | $214K | 0.4% | |
| Fidelity | Mutual Funds | — | — | $183K | 0.3% | |
| Fidelity | Mutual Funds | — | — | $99K | 0.2% | |
| T Rowe Price | Mutual Funds | — | — | $90K | 0.2% | |
| MFS | Mutual Funds | — | — | $83K | 0.1% | |
| T Rowe Price | Mutual Funds | — | — | $78K | 0.1% | |
| MFS | Mutual Funds | — | — | $75K | 0.1% | |
| T Rowe Price | Mutual Funds | — | — | $5K | <0.1% | |
| T Rowe Price | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
