AUMdb

Thornton Tomasetti, Inc. 401(k) Profit Sharing Plan

Sponsored by Thornton Tomasetti, Inc. · EIN 131251070 · Plan #002

Total assets
$469M
Net assets
$469M
Active participants
1,237
With balances
1,750

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 & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $108,467
Raymond James & Associates Inc Investment advisory (plan) $100,000
Strategic Advisors, Inc. Investment advisory (plan) $57,114