Theoris Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Theoris, Inc. · EIN 351604343 · Plan #001
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 246
- With balances
- 342
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 |
|---|---|---|
| Shepherd Financial Invest. Advisory | Recordkeeping, Trustee (institutional), Other services | $35,750 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $5,594 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |