Therm, Incorporated 401(k) Plan
Sponsored by Therm, Incorporated · EIN 150468315 · Plan #003 · Ithaca, NY
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 133
- With balances
- 108
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 |
|---|---|---|
| Wealth Enhcnacement Group | Trustee (institutional), Insurance agents and brokers, Investment management | $74,099 |
| Charles Schwab Trust Bank | Trustee (directed), Non-monetary compensation, Distribution (12b-1) fees | $9,280 |