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Sponsor portfolio

THORSON, SWITALA, MONDOCK, & SNEAD, LLP

EIN 31-1640657-law practice-Latest filing 2025
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
22
8997 SPRINGBORO PIKE - MIAMISBURG, OH 453424416937-228-9000tsmslaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$5.6M - 12 part#002TraditionalDB-$584K - 10 part

Retirement portfolio analytics

2 plans aggregated / $6.2M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • HARBOR 401K PLAN (#001)91%
  • DEFINED BENEFIT PLAN (#002)9%
Total $6.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HARBOR 401K PLAN (#001)12
  • DEFINED BENEFIT PLAN (#002)10
Total 22Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THORSON, SWITALA, MONDOCK, & SNEAD, LLP SAFE HARBOR 401K PLAN

401k

Assets$5.6M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THORSON, SWITALA, MONDOCK, & SNEAD, LLP DEFINED BENEFIT PLAN

TraditionalDB

Assets$584K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THORSON, SWITALA, MONDOCK, & SNEAD, LLP SAFE HARBOR 401K PLAN401k$5.6M122025
002THORSON, SWITALA, MONDOCK, & SNEAD, LLP DEFINED BENEFIT PLANTraditionalDB$584K102025
Retirement plans
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