Tom James Company 401(k) And Profit Sharing Plan
Sponsored by Tom James Company · EIN 351285878 · Plan #001
- Total assets
- $126M
- Net assets
- $126M
- Active participants
- 1,251
- With balances
- 1,793
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
| Hamilton Capital, Llc CRD 109116 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Soltis Investment Advisors | Investment management, Direct payment from the plan | $207,946 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $12,795 |
| Hamilton Capital Llc | Investment advisory (participants), Direct payment from the plan | $8,858 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $294 |