I.C. Thomasson Associates, Inc. 401(k) Retirement Plan
Sponsored by I.C. Thomasson Associates, Inc. · EIN 620721262 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $54,733 |
| Kraft Cpas, Pllc | Accounting | $29,019 |
| M Holdings Securities Inc | Investment advisory (plan) | $20,623 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,233 |