Thesis, Llc 401(k) Profit Sharing Plan
Sponsored by Thesis, Llc · EIN 460507396 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 204
- With balances
- 282
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 |
| Multnomah Group, Inc. CRD 132131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $52,269 |
| Empower Advisory Group, Llc | Investment management | $20,531 |
| Multnomah Group Inc. | Investment advisory (plan) | $15,000 |
| Independent Retirement Consulting, | Contract administrator | $4,882 |