Thompson Health Pension Plan
Sponsored by Thompson Health · EIN 160743024 · Plan #001
- Total assets
- $31.0M
- Net assets
- $31.0M
- Active participants
- 452
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nepc, Llc | Investment advisory (plan), Direct payment from the plan | $58,498 |
| Us Bank | Custodial (securities), Trustee (institutional), Direct payment from the plan | $8,076 |
| Income Research & Management | Investment management, Investment management fees (direct) | $6,602 |