· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THOMAS SALES & SERVICE, INC. — THOMAS SALES & SERVICE, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250624103803NAL0004019059001
THOMAS SALES & SERVICE, INC.
Form 5500-SF
FILING_RECEIVED
THOMAS SALES & SERVICE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
59
Accounts w/ balance
45
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THOMAS SALES & SERVICE, INC.
.
Find decision makers
Plan sponsor
Name
THOMAS SALES & SERVICE, INC.
EIN
93-0640025
Address
PO BOX 5519 · BEND, OR · 97708
Phone
(541) 389-3031
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-24
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
THOMPSON AUTOMOTIVE OF DUNDALK, INC
THOMPSON AUTOMOTIVE GROUP 401(K) PLAN
$2.6M · 4 participants
SANDMAN BROTHERS, INC.
SANDMAN BROTHERS, INC. 401(K) PROFIT SHARING PLAN
$2.6M · 26 participants
PREMIER FORD LINCOLN MERCURY INCORPORATED
PREMIER FORD 401(K) PLAN
$2.6M · 58 participants
INDUSTRIAL ENGINE SERVICE CO.
INDUSTRIAL ENGINE SERVICE CO. 401(K) PLAN
$2.6M · 20 participants
JOHNSON DODGE CHRYSLER PLYMOUTH
JOHNSON DODGE 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.6M · 66 participants
CROSS CREEK SUBARU, INC.
CROSS CREEK SUBARU, INC. 401(K) PLAN
$2.6M · 35 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
