Retirement plan

THOMPSON HINE LLP RETIREMENT PLAN

Name: THOMPSON HINE LLP - THOMPSON HINE LLP RETIREMENT PLAN (2025) Form 5500
Creator: THOMPSON HINE LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THOMPSON HINE LLP RETIREMENT PLAN, THOMPSON HINE LLP

THOMPSON HINE LLPEIN 34-0575300Plan #001PY 2025

3900 KEY CENTER, 127 PUBLIC SQUARE - CLEVELAND, OH 44114216-566-5500thompsonhine.comLinkedIn501-1000 employeeslaw practice

Other plans on this EIN

1 filing

#003Retirement-$8.8M assets

Prospect flagsLow returnsHigh assets / participantCorrective distributions

How to read this page

Total assets (EOY)

$501.3M

+9.0% from 2024

Total participants

1,152

+1.4% from 2024

Average account balance

$449,229

+8.0% from 2024

Annual return

13.97%

-3.48 pp from 2024

Benchmarks

See 1,038 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort1,038 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Analytics

Total assets (EOY)

Plan-year ending balance

$501.34M

Not enough data

1 years with asset history on file

Average account balance

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

$449K

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.

1,116

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.

95.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20.50M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+13.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$297

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Top 8 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$120,957
CLEARSTEAD ADVISORS, LLC5 years Filed as: CLEARSTEAD ADVISORS LLC Service code 26 · EIN 34-1597728	Advisory (Participants)	$81,538
BARTLETT & CO WEALTH MANAGEMENT7 years Filed as: BARTLETT & CO WEALTH MANAGEMEN Service code 26 · EIN 82-3939580	Advisory (Participants)	$49,942
JAMES INVESTMENT RESEARCH INC5 years Service code 26 · EIN 31-0891459	Advisory (Participants)	$25,505
CREATIVE PLANNING LLC2 years Service code 26 · EIN 43-1270780	Advisory (Participants)	$19,667
MEADEN & MOORE, LTD.5 years Filed as: MEADEN AND MOORE LTD Service code 10 · EIN 34-1818258	Accounting	$18,200
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782	Direct payment from the plan; Float r...	$2,325
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2R2S2T3B

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$331K

$425 / participant

Recordkeeping$77K23.2%
Investment mgmt$236K71.3%
Other / not subdivided$18K5.5%

% of EOY assets

0.066%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: MEADEN & MOORE, LTD
Auditor EIN: 341818258
Audit fees: $18,200
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$449,229

$119,446+276.1%

$150,045+199.4%

$85,563+425.0%

Participation rate

95.4%

75.4%+20.0pp

82.3%+13.1pp

66.0%+29.4pp

Annual return

13.97%

23.72%-9.7pp

62.55%-48.6pp

31.51%-17.5pp

Employer contribution / active EE

$12,826

$4,078+214.5%

$4,693+173.3%

$2,654+383.4%

Participant deferral / active EE

$13,490

$7,985+68.9%

$7,997+68.7%

$4,375+208.3%

Admin fee / account holder

$297

$548-45.8%

$13,435-97.8%

$834-64.4%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.5 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$120,957

CLEARSTEAD ADVISORS, LLC5 years

Filed as: CLEARSTEAD ADVISORS LLC

Service code 26 · EIN 34-1597728

Advisory (Participants)

$81,538

BARTLETT & CO WEALTH MANAGEMENT7 years

Filed as: BARTLETT & CO WEALTH MANAGEMEN

Service code 26 · EIN 82-3939580

Advisory (Participants)

$49,942

JAMES INVESTMENT RESEARCH INC5 years

Service code 26 · EIN 31-0891459

Advisory (Participants)

$25,505

CREATIVE PLANNING LLC2 years

Service code 26 · EIN 43-1270780

Advisory (Participants)

$19,667

MEADEN & MOORE, LTD.5 years

Filed as: MEADEN AND MOORE LTD

Service code 10 · EIN 34-1818258

Accounting

$18,200

CHARLES SCHWAB & CO., INC.11+ years

Service code 33 · EIN 94-1737782

Direct payment from the plan; Float r...

$2,325

CHARLES SCHWAB & CO., INC.3 years

Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL

Service code 59

Shareholder Servicing

THOMPSON HINE LLP RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THOMPSON HINE LLP RETIREMENT 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