Retirement plan

THORN RUN PARTNERS 401(K) PROFIT SHARING PLAN

Name: THORN RUN PARTNERS, LLC - THORN RUN PARTNERS 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: THORN RUN PARTNERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THORN RUN PARTNERS 401(K) PROFIT SHARING PLAN, THORN RUN PARTNERS, LLC

THORN RUN PARTNERS, LLCEIN 27-1541515Plan #001PY 2025

100 M. STREET, SE SUITE 750 - WASHINGTON, DC 20003202-688-0225thornrun.comLinkedIn11-50 employeesgovernment relations

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$13.5M

+24.9% from 2024

Total participants

+5.2% from 2024

Average account balance

$241,711

+9.3% from 2024

Annual return

19.28%

+4.23 pp from 2024

Benchmarks

See 17,179 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort17,179 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$13.54M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$242K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

101.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.25M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.28%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$12232

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$685K

$12455 / participant

Other / not subdivided$685K100.0%

% of EOY assets

5.061%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$241,711

$106,864+126.2%

$147,318+64.1%

$82,637+192.5%

Participation rate

90.9%

75.5%+15.4pp

82.1%+8.8pp

68.1%+22.9pp

Annual return

19.28%

27.49%-8.2pp

70.43%-51.2pp

53.51%-34.2pp

Employer contribution / active EE

$7,708

$3,417+125.6%

$4,593+67.8%

$2,552+202.0%

Participant deferral / active EE

$14,998

$6,496+130.9%

$7,906+89.7%

$4,126+263.5%

Admin fee / account holder

$12,232

$8,415+45.4%

$13,708-10.8%

$7,339+66.7%

THORN RUN PARTNERS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THORN RUN PARTNERS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion