AUMdb

Thompsongas Llc 401(k) Plan

Sponsored by Thompsongas, Llc · EIN 475059833 · Plan #002

Total assets
$40.3M
Net assets
$40.3M
Active participants
1,370
With balances
1,410

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Recordkeeping, Investment advisory (participants), Participant loan processing $129,918
Capfinancial Partners, Llc. Investment advisory (plan) $18,750
Clifton Larsen Allen Llp Accounting $16,275