Thomas, Judy And Tucker 401(k) Profit Sharing Plan
Sponsored by Thomas, Judy And Tucker P.A. · EIN 561965804 · Plan #001
- Total assets
- $26.4M
- Net assets
- $26.4M
- Active participants
- 230
- With balances
- 255
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan) | $79,332 |
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $15,245 |
| Empower Annuity Insurance Company | Recordkeeping fees | $9,852 |
| Qualified Retirement Plan Services | Contract administrator | $2,851 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |