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Original filing (PDF)20251014182000NAL0001754595001
THR OUTSOURCING, LLC
Form 5500
FILING_RECEIVED
TREND HR RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 3
33% in single holding~95 bps in Sched C feesNo recordkeeper disclosed
Active participants
528
Accounts w/ balance
321
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
How this plan invests
This plan
16 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
83
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "[DFE: FLEXPATH INDEX MODERATE 2035 FUND (extraction pending)]" is 33% of plan.
- 95 bps in Schedule C fees — 228% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THR OUTSOURCING, LLC.
Plan sponsor
Name
THR OUTSOURCING, LLC
EIN
81-3185457
Address
2701 SUNSET RIDGE DR. · SUITE 500 · ROCKWALL, TX · 75032
Phone
(469) 402-1524
Industry
Admin Support & Waste Mgmtsee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SST ACCOUNTANTS & CONSULTANTS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $54K | — |
| RPS RETIREMENT PLAN ADVISORS | 74-2589344 | — | NONE | $44K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $2K | — |
Investments
16 pooled funds· $7.6M(72% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $2.5M | 23.8% | |
| FLEXPATH INDEX MODERATE RETIREMENT GREAT GRAY TRUST COMPANY, LLC · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $2.4M | 22.9% | |
| FLEXPATH INDEX MODERATE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $1.2M | 11.7% | |
| FLEXPATH INDEX MODERATE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $555K | 5.2% | |
| FLEXPATH INDEX CONSERVATIVE RETIREM GREAT GRAY TRUST COMPANY, LLC · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $240K | 2.3% | |
| DUFF & PHELPS MASTER COLLECTIVE INV SEI TRUST COMPANY · EIN 81-3547755 / PN 098 | Common Collective Trust | — | — | $182K | 1.7% | |
| FLEXPATH INDEX AGGRESSIVE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $143K | 1.4% | |
| FLEXPATH INDEX MODERATE 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $120K | 1.1% | |
| FLEXPATH INDEX AGGRESSIVE 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $90K | 0.8% | |
| FLEXPATH INDEX AGGRESSIVE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $37K | 0.4% | |
| FLEXPATH INDEX AGGRESSIVE RETIREMEN GREAT GRAY TRUST COMPANY, LLC · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $11K | 0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $9K | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2025 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2025 FU GREAT GRAY TRUST COMPANY, LLC · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2035 FU GREAT GRAY TRUST COMPANY, LLC · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |
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