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Original filing (PDF)20251015055404NAL0002007267001
THRIFT HOLDINGS LLC
Form 5500
FILING_RECEIVED
THRIFT WORLD 401(K) PLAN
401(k) retirement plan
Signals · 1
~274 bps in Sched C fees
Active participants
150
Accounts w/ balance
147
Plan assets (EOY)
$482K
Net assets (EOY)
$482K
How this plan invests
This plan
1 pooled trust
Schedule D
14 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
- 274 bps in Schedule C fees — 74% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THRIFT HOLDINGS LLC.
Plan sponsor
Name
THRIFT HOLDINGS LLC
EIN
81-2335608
Address
8012 S. 84TH STREET · LA VISTA, NE · 68128
Phone
(731) 499-4929
Industry
Retail Tradesee 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)
Audit & trust (Schedule H)
Auditor
FRANKEL LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANKEL ZACHARIA, LLC | 47-0574775 | — | ACCOUNTANT | $6K | — |
Investments
14 direct securities · 1 pooled fund· $398K(82% 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.
Registered Investment Companies
$397K
14 holdings
Common Collective Trust
$933
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $92K | 19.0% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $74K | 15.3% | |
| FID FREEDOM INDEX 2020 PREMIER 947 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $45K | 9.3% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $36K | 7.4% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $25K | 5.2% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $24K | 5.0% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $21K | 4.4% | |
| FID FREE INDX 2015 PREM 139 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $21K | 4.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $19K | 3.9% | |
| JANUS HENDERSON TRITON FUND N 828 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $15K | 3.2% | |
| FID FREEDOM INDEX 2010 PREMIER 968 REGISTERED INVESTMENT COMPANY AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $12K | 2.6% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $6K | 1.3% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $6K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1K | 0.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $933 | 0.2% |
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