E.M. Tharp, Inc.'s EIN is 94-1218910.
Download the official 2024 Form 5500 (PDF) for E.M. Tharp, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)E.M. Tharp, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | FRESNO, CA | CUSTODIAN | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $76K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Balanced Index Fund – Class K | Common Collective Trusts | — | — | $1.9M | 17.1% | |
| Federated Hermes Shintdtlrtbd Inst ** 305 Fidelity 500 Index | Common Collective Trusts | — | — | $638K | 5.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $564K | 5.2% | |
| Nuveen Lifecycle Index 2010 Fund – Class R6 ** 304 Nuveen Lifecycle Index 2025 Fund – Class R6 | Mutual Funds | — | — | $533K | 4.9% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $458K | 4.2% | |
| Dodge & Cox International Stock Fund Class I | Mutual Funds | — | — | $370K | 3.4% | |
| Fidelity International Index | Mutual Funds | — | — | $368K | 3.4% | |
| Goldman Sach GPG Partners Intl Opp Fund R6 | Other securities | — | — | $364K | 3.3% | |
| 10.50% with various maturity dates | Bonds / Notes | — | — | $359K | 3.3% | |
| Federated Hermes Gov Obligations Premier | Other securities | — | — | $359K | 3.3% | |
| Nuveen Lifecycle Index 2040 Fund – Class R6 | Mutual Funds | — | — | $347K | 3.2% | |
| Nationwide Loomis AllCap Growth R6 | Other securities | — | — | $339K | 3.1% | |
| Avantis US Large Cap Value Fund | Other securities | — | — | $324K | 3.0% | |
| JPMorgan LargeCap Growth R6 | Other securities | — | — | $305K | 2.8% | |
| JPMorgan Equity Income R5 | Other securities | — | — | $289K | 2.6% | |
| Avantis Emerging Markets Equity Fund – Inst | Other securities | — | — | $285K | 2.6% | |
| PIMCO Real Return Inst | Mutual Funds | — | — | $283K | 2.6% | |
| Nuveen Lifecycle Index 2035 Fund – Class R6 | Mutual Funds | — | — | $271K | 2.5% | |
| Blackrock High Yield Portfolio – Class K | Other securities | — | — | $252K | 2.3% | |
| Blackrock MidCap Growth Equity Instl+ ** 2 Blackrock Strategic Income Oppor I+ ** 1 Blackrock Total Return K | Other securities | — | — | $250K | 2.3% | |
| Nuveen Lifecycle Index 2045 Fund – Class R6 | Mutual Funds | — | — | $219K | 2.0% | |
| PIMCO Comdy Real Return Strat Inst ** 325 Principal Global Real Estate R6 | Mutual Funds | — | — | $172K | 1.6% | |
| MFS MidCap Growth R6 | Mutual Funds | — | — | $172K | 1.6% | |
| DFA US Large Cap Val Inst ** 10 Diamond Hill Midcap I | Mutual Funds | — | — | $170K | 1.6% | |
| Legal & General Commodity Strat Fund – Instl. Shares | Other securities | — | — | $147K | 1.3% | |
| American Beacon International Equity Fund – Cl R5+ | Other securities | — | — | $133K | 1.2% | |
| Nuveen Lifecycle Index 2060 Fund – Class R6 | Mutual Funds | — | — | $97K | 0.9% | |
| Vanguard Explorer Fund Admiral | Mutual Funds | — | — | $91K | 0.8% | |
| Avantis US Small Cap Value Fund – Inst. Class | Other securities | — | — | $90K | 0.8% | |
| Putnam Large Cap Growth Fund – Class Y+ | Mutual Funds | — | — | $78K | 0.7% | |
| s - continued Nuveen Lifecycle Index 2055 Fund – Class R6 | Mutual Funds | — | — | $74K | 0.7% | |
| Vanguard 500 Index Fund AS+ | Common Collective Trusts | — | — | $51K | 0.5% | |
| Vanguard Wlsly Income Adml ** 303 Vanguard Windsor Admiral | Mutual Funds | — | — | $42K | 0.4% | |
| Victory Sycamore Established Value Fund – Class I | Other securities | — | — | $33K | 0.3% | |
| Vanguard Total Stock Market Index Fund As | Common Collective Trusts | — | — | $29K | 0.3% | |
| Nationwide Geneva SmallCap Growth Inst Svc | Other securities | — | — | $29K | 0.3% | |
| DFA Intl Large Cap Growth | Mutual Funds | — | — | $27K | 0.3% | |
| Nuveen Lifecycle Index 2030 Fund – Class R6 | Mutual Funds | — | — | $27K | 0.2% | |
| Nuveen Lifecycle Index 2050 Fund – Class R6 | Mutual Funds | — | — | $23K | 0.2% | |
| Columbia Select Large Cap Growth Inst2+ ** 9 DFA Emerging Markets Cor Equity Inst ** 443 DFA Inflation Prot Sec Inst | Mutual Funds | — | — | $21K | 0.2% | |
| Vanguard St. Fed Adml ** 306 Vanguard Target Retirement 2045 Inv+ | Mutual Funds | — | — | $18K | 0.2% | |
| Vanguard Gnma Admiral ** 301 Vanguard St. Bond Index Adml | Agency / Mortgage-Backed | — | — | $13K | 0.1% | |
| Baird Asset Management Core Plus Bond Instl | Other securities | — | — | $11K | <0.1% | |
| Self-directed brokerage accounts Charles Schwab Self-directed brokerage account | Self-Directed Brokerage | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2050 Inv+ | Mutual Funds | — | — | $6K | <0.1% | |
| Artisan International Value Inst | Other securities | — | — | $5K | <0.1% | |
| Vanguard Total Intl Bond Index Adml | Mutual Funds | — | — | $5K | <0.1% | |
| Alliance Bernstein Global Bond I ** $63 American Funds New World R6 | Mutual Funds | — | — | $4K | <0.1% | |
| Brown Advisory Sustainable Growth Fund – Inst. Sh | Other securities | — | — | $4K | <0.1% | |
| Principal MidCap R6 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
