Filings through Sep 24, 2026.

Retirement plan

Thirty Madison 401(k) Plan

Name: THIRTY MADISON, INC. - THIRTY MADISON 401(K) PLAN (2024) Form 5500
Creator: THIRTY MADISON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THIRTY MADISON 401(K) PLAN, THIRTY MADISON, INC.

Thirty Madison, Inc.EIN 81-3709209Plan #001PY 2024

183 MADISON AVENUE, 6TH FLOOR - NEW YORK, NY 10016212-498-8961

Prospect flagsNo flags trippedFund lineup: 15 funds, $24.7M

How to read this page

Total assets (EOY)

$24.8M

+31.5% from 2023

Total participants

722

-14.1% from 2023

Average account balance

$36,863

+39.7% from 2023

Annual return

19.09%

-10.21 pp from 2023

Benchmarks

See 4,141 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,141 peers

Snapshot2024

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Analytics

See the 3-year trajectory with Solo.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$59,925
WORLD INVESTMENT ADVISORS LLC1 year Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101	Advisory (Plan)	$47,134
ACUFF & ASSOCIATES, INC.3+ years Filed as: ACUFF & ASSOCIATES INC Service code 13 320 SEVEN SPRINGS WAY STE 115 · BRENTWOOD, TN 37027	Contract Administrator	$41,674
EPIC RETIREMENT PLAN SERVICES2 years Filed as: ARES RETIREMENT PLAN SERVICES LLC Service code 99 5100 POPLAR AVE. STE 810 · MEMPHIS, TN 38137	Other Fees	-$7,995

Fund lineup

CSV with Pro

15 funds of $250K or more; 24 lines in all, holding $24.7M of the plan's $24.8M. From the 2024 filing. Recordkeeper: Empower.

In collective trusts67%median 0% for plans of $5M to $50M (35,181 plans)

In index funds20%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series64%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Target-date series: T. Rowe Price Retirement Blend, collective trust, 64% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 8 vintages	T. Rowe Price	Collective trust	$15.8M	63.7%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$3.8M	15.4%
MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$560K	2.3%
Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$548K	2.2%
FRS Putnam Lrg Cap Val Fund G1 Franklin Templeton · Collective trust	Franklin Templeton	Collective trust	$497K	2.0%
Fidelity Advisor Growth Opportunities Fund Class Z Fidelity (FMR) · Mutual fund	Fidelity (FMR)	Mutual fund	$468K	1.9%
Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$416K	1.7%
JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$409K	1.7%
PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund	PIMCO (Allianz)	Mutual fund	$392K	1.6%
NEW World Fund INC Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$336K	1.4%

See the other 14 lines in this lineup with Solo.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T2X3D3H2S

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$149K

$286 / participant

Investment mgmt$149K100.0%

% of EOY assets

0.599%

all-in expense ratio

Categories reported

1 / 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: SENSIBA LLP
Auditor EIN: 942370906
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER LIFE & ANNUITY INSURANCE

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$59,925

WORLD INVESTMENT ADVISORS LLC1 year

Service code 27

24 E COTA ST STE 200 · SANTA BARBARA, CA 93101

Advisory (Plan)

$47,134

ACUFF & ASSOCIATES, INC.3+ years

Filed as: ACUFF & ASSOCIATES INC

Service code 13

320 SEVEN SPRINGS WAY STE 115 · BRENTWOOD, TN 37027

Contract Administrator

$41,674

EPIC RETIREMENT PLAN SERVICES2 years

Filed as: ARES RETIREMENT PLAN SERVICES LLC

Service code 99

5100 POPLAR AVE. STE 810 · MEMPHIS, TN 38137

Other Fees

-$7,995

Fund

Dollars

% of funds%

T. Rowe Price Retirement Blend

T. Rowe Price · Collective trust

Target-date, 8 vintages

$15.8M

63.7%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$3.8M

15.4%

MFS International Diversification Fund R6

MFS (Sun Life) · Mutual fund

$560K

2.3%

Fidelity Mid Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$548K

2.2%

FRS Putnam Lrg Cap Val Fund G1

Franklin Templeton · Collective trust

$497K

2.0%

Fidelity Advisor Growth Opportunities Fund Class Z

Fidelity (FMR) · Mutual fund

$468K

1.9%

Fidelity Small Cap Index Fund

Fidelity (FMR) · Mutual fund

Index

$416K

1.7%

JPMorgan Large Cap Growth Fund Class R6

JPMorgan · Mutual fund

$409K

1.7%

PIMCO Income Fund Institutional

PIMCO (Allianz) · Mutual fund

$392K

1.6%

NEW World Fund INC Class R-6

Capital Group · Mutual fund

$336K

1.4%

Thirty Madison 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Thirty Madison 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion