AUMdb

Tompkins Retirement Savings Plan

Sponsored by Tompkins Financial Corporation · EIN 150470650 · Plan #002

Total assets
$221M
Net assets
$221M
Active participants
988
With balances
1,303

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

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 $206,276
State Street Global Advisors Other services, Other fees $10,012