Thelen Inc. 401 K Plan
Sponsored by Thelen, Inc. · EIN 381737354 · Plan #001
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 138
- With balances
- 152
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 |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Sub-transfer agency fees, Recordkeeping, Consulting (pension) | $23,955 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $15,952 |
| Adp Broker Dealer | Other services, Other fees | $0 |