Thompson Hine Llp Retirement Plan
Sponsored by Thompson Hine Llp · EIN 340575300 · Plan #001
- Total assets
- $460M
- Net assets
- $460M
- Active participants
- 767
- With balances
- 1,106
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 |
|---|---|---|
| Clearstead Advisors, Llc CRD 105674 | deterministic · 100% | 2024 |
| Bartlett & Co. Wealth Management Llc CRD 292246 | fuzzy_auto · 97% | 2024 |
| James Investment Research Inc CRD 110433 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $157,377 |
| Clearstead Advisors Llc | Investment advisory (participants), Investment management, Direct payment from the plan | $85,837 |
| Bartlett & Co Wealth Managemen | Investment advisory (participants), Direct payment from the plan | $50,073 |
| James Investment Research Inc | Investment advisory (participants), Direct payment from the plan | $23,448 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $18,157 |
| Meaden And Moore Ltd | Accounting, Direct payment from the plan | $17,300 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $2,334 |