AUMdb

Lewis Thomason, P.C. 401(k) Profit Sharing Plan

Sponsored by Lewis Thomason, P.C. · EIN 621444488 · Plan #002

Total assets
$52.9M
Net assets
$52.9M
Active participants
129
With balances
188

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
The Trust Company Of Tennessee Recordkeeping, Trustee (institutional), Investment advisory (plan) $130,141