Thornburg Investment Management, Incorporated 401(k) Plan
Sponsored by Thornburg Investment Management, Incorporated · EIN 850301299 · Plan #002
- Total assets
- $156M
- Net assets
- $156M
- Active participants
- 221
- With balances
- 340
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $37,406 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $559 |