AUMdb

Thorlabs, Inc. 401(k) Retirement Plan

Sponsored by Thorlabs, Inc. · EIN 222873153 · Plan #002

Total assets
$150M
Net assets
$150M
Active participants
1,734
With balances
2,066

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
Trustmont Advisory Group, Inc. CRD 106015 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Other commissions, Other fees, Recordkeeping fees $146,148
Trustmont Advisory Group Investment advisory (plan), Direct payment from the plan $50,000