Thompson Hospitality 401(k) Profit Sharing Plan
Sponsored by Thompson Hospitality Corporation · EIN 541861877 · Plan #001
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 2,244
- With balances
- 375
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 |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $122,602 |
| Retirement Planners & Administrator | Contract administrator, Other services, Other fees | $14,650 |
| Private Advisor Group Llc | Investment advisory (plan), Other fees | $0 |
| Uhy Llp | Accounting, Other fees | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |