Christine Lee signed THOM Browne Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
THOM Browne Inc.'s EIN is 90-0009098.
Download the official 2024 Form 5500 (PDF) for THOM Browne Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)THOM Browne Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $14K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s 3 AmericanCentury One Choice 2055 Portfolio R6 AREUX 118,733 Shares | Mutual Funds | — | $1.6M | $1.6M | 26.0% | |
| AmericanCentury One Choice 2060 Portfolio R6 ARGDX 76,989 Shares | Other securities | — | $1.1M | $1.2M | 19.3% | |
| AmericanCentury One Choice 2050 Portfolio R6 ARFEX 73,216 Shares | Other securities | — | $906K | $920K | 14.9% | |
| Fidelity 500 Index Fund FXAIX 2,576 Shares | Common Collective Trusts | — | $407K | $526K | 8.5% | |
| AmericanCentury One Choice 2030 Portfolio R6 ARCUX 30,333 Shares | Other securities | — | $345K | $330K | 5.4% | |
| AmericanCentury One Choice 2035 Portfolio R6 ARLDX 31,940 Shares | Other securities | — | $336K | $315K | 5.1% | |
| AmericanCentury One Choice 2045 Portfolio R6 ARDOX 15,697 Shares | Other securities | — | $157K | $158K | 2.6% | |
| Fidelity Mid Cap Index Fund FSMDX 4,308 Shares | Common Collective Trusts | — | $128K | $145K | 2.4% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $145K | 2.3% | |
| BNY Mellon International Stock Fund Class I DISRX 6,043 Shares | Other securities | — | $141K | $138K | 2.2% | |
| Nuveen Winslow Large-Cap Growth ESG Fund NVLIX 2,008 Shares | Mutual Funds | — | $111K | $122K | 2.0% | |
| AmericanCentury One Choice 2040 Portfolio R6 ARDUX 9,859 Shares | Other securities | — | $117K | $112K | 1.8% | |
| Fidelity Small Cap Index Fund FSSNX 3,299 Shares | Common Collective Trusts | — | $82K | $91K | 1.5% | |
| JPMorgan Equity Income Fund R6 OIEJX 3,369 Shares | Other securities | — | $82K | $81K | 1.3% | |
| balances | Other securities | — | — | $80K | 1.3% | |
| AmericanCentury One Choice In Retirement Portfolio R6 ARDTX 5,594 Shares | Other securities | — | $55K | $52K | 0.8% | |
| AMC ONE CHOICE 2025 PORT R6 | Registered Investment Companies | — | — | $36K | 0.6% | |
| PGIM TOTAL RET BD R WILMINGTON TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | $32K | $33K | 0.5% | |
| Franklin Small Cap Value Fund Advisor FVADX 376 Shares | Mutual Funds | — | $22K | $23K | 0.4% | |
| Allspring Special Mid Cap Value Fund A WFPAX 363 Shares | Other securities | — | $16K | $17K | 0.3% | |
| Blackrock High Yield Bond Fund Institutional BHYIX 1,628 Shares | Other securities | — | $11K | $12K | 0.2% | |
| AmericanCentury Emerging Markets Fund R6 AEDMX 929 Shares | Other securities | — | $10K | $11K | 0.2% | |
| AllianceBernstein Small Cap Growth K QUAKX 156 Shares | Other securities | — | $8K | $10K | 0.2% | |
| 23 MFS Mid Cap Growth Fund R3 OTCHX 343 Shares | Mutual Funds | — | $8K | $10K | 0.2% | |
| BlackRock Global Alloc Fund, Inc. Institutional Shares MALOX 387 Shares | Common Stocks | — | $7K | $7K | 0.1% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $7K | 0.1% | |
| Invesco International Bond Fund Y OIBYX 1,139 Shares | Mutual Funds | — | $5K | $5K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
