JOSH Stone signed Thomas J. Henry Law Firm's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thomas J. Henry Law Firm's EIN is 83-2564943.
Download the official 2024 Form 5500 (PDF) for Thomas J. Henry Law Firm from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thomas J. Henry Law Firm'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $84K | — |
| NOVA 401K ASSOCIATES LP | 20-1181458 | — | RECORDKEEPER | $48K | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $19.5M | 95.5% | |
| LARGE CAP GROWTH III R1 WILMINGTON TRUST · EIN 38-7275327 / PN 001 | Pooled Separate Account | — | — | $1.3M | 6.5% | |
| RELIANCE/METLIFE STBL 25053 CLASS 0 METLIFE · EIN 46-6625485 / PN 001 | Pooled Separate Account | — | — | $473K | 2.3% | |
| COLUMBIA OVERSEAS VALUE CLASS R WILMINGTON TRUST · EIN 38-4126285 / PN 589 | Pooled Separate Account | — | — | $111K | 0.5% |
