Rebecca SERR signed Thatcher Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thatcher Group, Inc.'s EIN is 88-0472619.
Download the official 2024 Form 5500 (PDF) for Thatcher Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thatcher Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $111K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s 1S4513R - Accumulation Portfolio Mutual Fund | Mutual Funds | — | $14.1M | $55.9M | 55.4% | |
| 1S4514R - Protection Portfolio Mutual Fund | Other securities | — | $264K | $25.6M | 25.4% | |
| Fixed Annuities SAGIC Investments at Contract Value General Investment Contract | Other securities | — | $7.6M | $8.7M | 8.6% | |
| 1S4515R - Income Portfolio Mutual Fund | Other securities | — | $4.2M | $733K | 0.7% | |
| Notes receivable from participants Interest - 8.75% - 9.5% | Bonds / Notes | — | — | $165K | 0.2% |
