Thales Incentive 401(k) Savings Plan
Sponsored by Thales Usa, Inc. · EIN 060938363 · Plan #003
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 4,907
- With balances
- 7,370
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 |
|---|---|---|
| Clearstead Advisors, Llc CRD 105674 | 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 | $482,088 |
| Clearstead Advisors, Llc | Investment advisory (plan) | $163,053 |
| Pickett, Chaney & Mcmullen Llp | Accounting | $28,050 |
| Thompson Hine | Legal | $12,600 |