Thatcher Company Profit Sharing Plan
Sponsored by Thatcher Group, Inc. · EIN 880472619 · Plan #001
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 552
- With balances
- 507
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services Llc | Investment advisory (plan) | $110,526 |
| Empower Annuity Insurance Company | Recordkeeping fees | $50,946 |