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Original filing (PDF)20251128142603NAL0003871811001
THATCHER GROUP, INC.
Form 5500
FILING_RECEIVED
THATCHER COMPANY PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 2
Late filing · 0.4 mo61% in single holding
Active participants
552
Accounts w/ balance
507
Plan assets (EOY)
$100.9M
Net assets (EOY)
$100.8M
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
98
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.4 months past the 10.5-month grace window.
- Top holding "s 1S4513R - Accumulation Portfolio Mutual Fund" is 61% of plan.
- 16 bps in Schedule C fees — 60% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THATCHER GROUP, INC..
Plan sponsor
Name
THATCHER GROUP, INC.
EIN
88-0472619
Address
1900 FORTUNE ROAD · SALT LAKE CITY, UT · 84104
Phone
(801) 972-4587
Industry
Manufacturingsee 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
2025-11-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HUBER, ERICKSON & BOWMAN, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $51K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $111K | — |
Investments
5 direct securities· $91.0M(90% of reported assets)
Mutual Funds
$55.9M
1 holding
Uncategorized
$35.2M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s 1S4513R - Accumulation Portfolio Mutual Fund | Mutual Funds | — | $14.1M | $55.9M | 55.4% | |
| 1S4514R - Protection Portfolio Mutual Fund | — | — | $264K | $25.6M | 25.4% | |
| Fixed Annuities SAGIC Investments at Contract Value General Investment Contract | — | — | $7.6M | $8.7M | 8.6% | |
| 1S4515R - Income Portfolio Mutual Fund | — | — | $4.2M | $733K | 0.7% | |
| Notes receivable from participants Interest - 8.75% - 9.5% | — | — | — | $165K | 0.2% |
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