Tompkins Financial Corporation Retirement Plan
Sponsored by Tompkins Financial Corporation · EIN 141811613 · Plan #001
- Total assets
- $88.3M
- Net assets
- $88.3M
- Active participants
- 203
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Neuberger Berman Investment Advisers Llc CRD 124687 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Neuberger Berman Trust Company N.A. | Custodial (securities), Direct payment from the plan | $189,079 |
| Buck Global, Llc | Actuarial, Direct payment from the plan | $71,651 |
| Warner Norcross & Judd Llp | Legal, Direct payment from the plan | $23,610 |
| Neuberger Berman Investment Adviser | Investment management, Investment management fees (direct) | $0 |