Therm Omega Tech, Inc. 401(k) Plan
Sponsored by Therm Omega Tech, Inc. · EIN 232281908 · Plan #001
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 155
- With balances
- 203
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Inc. | Investment advisory (plan) | $11,506 |
| Limestone Pension Associates, Llc | Contract administrator | $5,509 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |