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Original filing (PDF)20251015143612NAL0002464387001
THOMPSON, COE, COUSINS & IRONS, L.L.P.
Form 5500
FILING_RECEIVED
THOMPSON, COE, COUSINS & IRONS L.L.P. RETIREMENT PLAN
401(k) retirement plan
Active participants
460
Accounts w/ balance
632
Plan assets (EOY)
$86.6M
Net assets (EOY)
$86.6M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMPSON, COE, COUSINS & IRONS, L.L.P..
Plan sponsor
Name
THOMPSON, COE, COUSINS & IRONS, L.L.P.
EIN
75-0889070
Address
700 N PEARL ST · STE 2500 · DALLAS, TX · 75201
Phone
(214) 871-8200
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | 92-1819393 | — | ADVISOR | $61K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
Investments
34 direct securities · 1 pooled fund· $88.2M(100% 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
$84.0M
34 holdings
Common Collective Trust
$4.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Brokeragelink | — | — | — | $12.4M | 14.4% | |
| Fidelity Total Market Index Fund | — | — | — | $7.5M | 8.6% | |
| Fidelity 500 Index PR | — | — | — | $6.8M | 7.9% | |
| Fidelity Contrafund K6 | — | — | — | $4.9M | 5.6% | |
| Vanguard Dividend Growth Fund | — | — | — | $4.9M | 5.6% | |
| Fidelity Managed Income Portfolio Class 2 | — | — | — | $4.1M | 4.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $4.1M | 4.8% | |
| Fidelity Freedom 2035 Fund | — | — | — | $4.0M | 4.6% | |
| Fidelity Low-Priced Stock Fund K6 | — | — | — | $3.6M | 4.2% | |
| Fidelity Freedom 2050 Fund | — | — | — | $3.4M | 3.9% | |
| Vanguard Small Cap Index Inv | — | — | — | $3.3M | 3.8% | |
| Fidelity Freedom 2040 Fund | — | — | — | $2.8M | 3.3% | |
| PIMCO Total Return Fund | — | — | — | $2.6M | 3.0% | |
| Fidelity International Capital Appreciation K6 Fund | — | — | — | $2.6M | 2.9% | |
| Fidelity Freedom 2030 Fund | — | — | — | $2.5M | 2.9% | |
| Fidelity Freedom 2055 Fund | — | — | — | $2.4M | 2.8% | |
| Vanguard Mid Cap Index Inv | — | — | — | $2.1M | 2.5% | |
| Fidelity Freedom 2045 Fund | — | — | — | $2.1M | 2.4% | |
| Vanguard Spartan International Index Fund | — | — | — | $2.0M | 2.4% | |
| Fidelity Freedom 2025 Fund | — | — | — | $1.5M | 1.7% | |
| Fidelity Emerging Markets Fund K | — | — | — | $1.4M | 1.6% | |
| Fidelity Freedom 2060 Fund | — | — | — | $1.3M | 1.5% | |
| Fidelity Freedom 2020 Fund | — | — | — | $927K | 1.1% | |
| 9.50% with various due dates -0- | — | — | — | $882K | 1.0% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $827K | 1.0% | |
| Fidelity Retire Government MM | — | — | — | $800K | 0.9% | |
| American Century Infl - Adj Bond Inv Fund | — | — | — | $643K | 0.7% | |
| JPM Equity Income R5 | — | — | — | $592K | 0.7% | |
| Oakmark Equity and Income Fund | — | — | — | $516K | 0.6% | |
| Invesco Freedom 2015 Fund | — | — | — | $231K | 0.3% | |
| Fidelity Government Income Fund | — | — | — | $210K | 0.2% | |
| Royce Investment Royce PA Mutual SVC | — | — | — | $171K | 0.2% | |
| Fidelity Freedom 2010 Fund | — | — | — | $113K | 0.1% | |
| Fidelity Freedom 2065 Fund | — | — | — | $55K | <0.1% | |
| T. Rowe Price Freedom Income Fund | — | — | — | $7K | <0.1% |