J.P. Thomas & Company 401(k) Plan
Sponsored by J.P. Thomas & Company · EIN 561499103 · Plan #001
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 216
- With balances
- 352
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 |
|---|---|---|
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $36,301 |
| Gordon Asset Management, Llc | Recordkeeping, Trustee (institutional), Other services | $15,266 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees | $0 |