Thompson Coburn Llp 401(k) Profit Sharing Plan
Sponsored by Thompson Coburn Llp · EIN 430666662 · Plan #002
- Total assets
- $484M
- Net assets
- $484M
- Active participants
- 787
- With balances
- 1,050
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 |
|---|---|---|
| Moneta Group Investment Advisors, Llc CRD 104727 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $311,701 |
| Td Ameritrade | Investment management, Investment management fees (direct) | $87,732 |
| Moneta Group Investment Advisors | Investment management, Investment management fees (direct) | $39,961 |
| Rubinbrown Llp | Accounting, Investment management fees (direct) | $31,430 |
| Lpl Financial | Investment management, Investment management fees (direct) | $23,693 |
| Northwester Mutual | Investment management, Investment management fees (direct) | $11,730 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |