Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Thornburg Funds
Thornburg Funds
- Service provider, as named on Schedule C
- EIN 850301299
- Plan year 2024
- Direct compensation reported $0
Assets of those plans
$246,719,114
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$0
0% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 28 | Investment management | 11 |
| 59 | Shareholder servicing fees | 9 |
| 52 | Investment management fees paid indirectly by plan | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Bridgeway Benefit Technologies, LLC 401(k) Retirement Savings Plan | Basys | $77,855,456 | 449 | $0 |
| Ahresty Wilmington Corporation Retirement Savings Plan | Ahresty Wilmington | $34,494,671 | 633 | $0 |
| Freedom Forum, Inc. Retirement Savings Plan | Freedom Forum | $28,049,121 | 161 | $0 |
| Chesapeake Sprinkler Company, Inc. 401(k) Retirement Plan | Chesapeake Sprinkler | $21,765,591 | 153 | $0 |
| Manthei 401(k) Profit Sharing Plan | Manthei | $20,153,973 | 447 | $0 |
| Music Reports, Inc. 401(k) Retirement Plan | Music Reports | $15,184,445 | 115 | $0 |
| Community Resources for Independence, Inc. 401(k) Profit Sharing Plan | Community Resources for Independence | $12,464,234 | 397 | $0 |
| Mcgill, Power, Bell & Associates, LLP 401(k) and Profit Sharing Plan | Mcgill Power Bell & Associates | $11,866,140 | 133 | $0 |
| Endotronix, Inc. 401(k) Plan | Endotronix | $9,074,145 | 152 | $0 |
| U.M. FDSP Associates, P.A. 401(k) Profit Sharing Plan | U.M. FDSP Associates | $8,973,076 | 168 | $0 |
| Alexander Andrew, Inc DBA Falltech 401(k) Plan | Alexander Andrew Inc. DBA Falltech | $6,838,262 | 108 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.