AUMdb

Thompson Tractor Co., Inc. Profit Sharing Plan And Trust Agreement

Sponsored by Thompson Tractor Co., Inc. · EIN 630377478 · Plan #001

Total assets
$269M
Net assets
$269M
Active participants
1,656
With balances
1,977

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $177,051
Capfinancial Partners, Llc Investment management, Direct payment from the plan $70,520