Thompson Thrift Retirement Plan
Sponsored by Thompson Thrift Construction, Inc. · EIN 351941978 · Plan #001
- Total assets
- $46.0M
- Net assets
- $46.0M
- Active participants
- 630
- With balances
- 749
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $87,624 |
| Shepherd Financial Investment Advis | Investment advisory (plan) | $25,996 |