Thompson Holdings, Inc. 401(k) And Employee Stock Ownership Plan
Sponsored by Thompson Holdings, Inc. · EIN 721381313 · Plan #001
- Total assets
- $117M
- Net assets
- $105M
- Active participants
- 518
- With balances
- 714
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $71,000 |
| Raymond James & Associates, Inc. | Investment advisory (plan) | $62,881 |
| Empower Annuity Insurance Company | Recordkeeping fees | $31,629 |
| Blue Ridge Esop Associates | Contract administrator, Recordkeeping, Consulting (pension) | $6,412 |