Ctl/Thompson, Inc. Savings And Retirement Plan
Sponsored by Ctl/Thompson, Inc. · EIN 840609804 · Plan #002
- Total assets
- $22.4M
- Net assets
- $22.4M
- Active participants
- 278
- With balances
- 332
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $32,812 |
| Empower Annuity Insurance Company | Recordkeeping fees | $18,812 |
| Empower Advisory Group, Llc | Investment management | $7,314 |
| Creative Retirement Plan Consulting | Contract administrator | $700 |