Thompson Distribution 401(k) Plan
Sponsored by Mta Distributors, Llc · EIN 621089936 · Plan #001
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 160
- With balances
- 163
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James And Associates | Investment advisory (participants), Investment advisory (plan) | $21,210 |
| Access Retirement Services Llc | Contract administrator, Consulting (pension), Valuation | $5,375 |
| The Vanguard Group Inc | Distribution (12b-1) fees | $4,905 |