AUMdb

O.L. Thompson Enterprises Profit Sharing Plan

Sponsored by Thompson Trucking Co · EIN 570844756 · Plan #001

Total assets
$13.1M
Net assets
$13.1M
Active participants
121
With balances
142

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
Mml Investors Services, Llc CRD 10409 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $44,405
Mml Investors Services Llc Investment advisory (plan), Direct payment from the plan $23,280
Glaser & Company,Llc Accounting, Direct payment from the plan $12,748