Thompson Technologies, Inc. 401(k) Plan
Sponsored by Thompson Technologies, Inc. · EIN 582161727 · Plan #001
- Total assets
- $3.5M
- Net assets
- $3.5M
- Active participants
- 38
- With balances
- 101
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Rockefeller Financial Llc CRD 291361 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Corporation | Investment advisory (plan) | $28,059 |
| Rockefeller Capital Management Insu | Investment advisory (plan) | $3,609 |
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $3,311 |
| Futureplan By Ascensus | Recordkeeping fees, Recordkeeping, Participant loan processing | $3,177 |
| Transamerica Trust Company | Trustee (institutional) | $167 |