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Original filing (PDF)20251007160303NAL0004822001001

TH2 CONNECT LLC

Form 5500
FILING_RECEIVED
TH2 CONNECT LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
11 service providers
Active participants
45
Accounts w/ balance
90
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
1 pooled trust
Schedule D
23 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 (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TH2 CONNECT LLC.
Plan sponsor
Name
TH2 CONNECT LLC
EIN
82-4512139
Address
131 E MCMICKEN AVE · CINCINNATI, OH · 452026520
Phone
(419) 410-7720
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-07
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN, P.A.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

11 rows
Other
11
NameEINLocationRelationDirect compIndirect comp
T. ROWE PRICE RPS, INC.52-1309931NONE$1K
AMERICAN FUNDS95-1411037NONE$0
JOHN HANCOCK04-3483032NONE$0
MFS04-2747644NONE$0
MET WESTLOS ANGELES, CANONE$0
GOLDMAN SACHS13-3575636NONE$0
HARBOR CAPITAL04-2679462NONE$0
FIDELITY04-2647786NONE$0
DELAWAREWILMINGTON, DENONE$0
MASSMUTUALSPRINGFIELD, MANONE$0
VANGUARD23-1945930NONE$0

Investments

22 direct securities · 1 pooled fund· $5.8M(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
$5.8M
22 holdings
Common Collective Trust
$4K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Fidelity 500 Index Fund Mutual Funds$1.2M21.1%
T. Rowe Price Retirement 2050 Mutual Funds$906K15.6%
T. Rowe Price Retirement 2045 Mutual Funds$905K15.6%
T. Rowe Price Retirement 2055 Mutual Funds$792K13.7%
T. Rowe Price Retirement 2035 Mutual Funds$384K6.6%
T. Rowe Price Retirement 2040 Mutual Funds$267K4.6%
T. Rowe Price Retirement 2065 Mutual Funds$254K4.4%
T. Rowe Price Retirement 2060 Mutual Funds$246K4.2%
MFS Mid Cap Growth R6 Mutual Funds$185K3.2%
Fidelity Global Ex US Index Fund Mutual Funds$147K2.5%
American Funds Europac Grw R6 Mutual Funds$119K2.1%
Fidelity Extended Market Index Fund Mutual Funds$113K1.9%
Macquarie Small Cap Core Mutual Funds$55K0.9%
Fidelity US Bond Index Mutual Funds$47K0.8%
J Hancock Disc Value R6 Mutual Funds$43K0.7%
Dodge & Cox Income Mutual Funds$42K0.7%
Harbor Capital App Retirement Mutual Funds$37K0.6%
MassMutual Sm Cap Gr Equity I Mutual Funds$22K0.4%
Tcw Metwest Total Return Bond Fund Mutual Funds ** 270 Vanguard FTSE Social Index Fund Mutual Funds$8K0.1%
T. Rowe Price Stable Value Fund Schedu Collective Trust$4K<0.1%
TRP ST VAL COMMON TRUST FUND
T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001
Common Collective Trust
$4K<0.1%
T. Rowe Price Retirement 2010 Mutual Funds$2K<0.1%
T. Rowe Price Retirement 2005 Mutual Funds$2K<0.1%

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