Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan And Trust
Sponsored by Thomas, Dean & Hoskins, Inc. · EIN 810295283 · Plan #002
- Total assets
- $32.8M
- Net assets
- $32.8M
- Active participants
- 125
- With balances
- 197
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
| D.A. Davidson & Co. CRD 199 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan) | $37,788 |
| D.A. Davidson, Inc. | Investment management | $31,729 |