Thomas, Thomas & Hafer, Llp Retirement Plan
Sponsored by Thomas, Thomas & Hafer, Llp · EIN 251643634 · Plan #001
- Total assets
- $46.3M
- Net assets
- $46.3M
- Active participants
- 147
- With balances
- 200
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 |
|---|---|---|
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 98% | 2024 |
| Fidelity Management & Research Company Llc CRD 108281 | fuzzy_auto · 95% | 2024 |
| Alliancebernstein L.P. CRD 108477 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Conrad Siegel | Recordkeeping, Consulting (pension), Participant loan processing | $19,092 |
| Charles Schwab & Co., Inc. | Custodial (securities), Direct payment from the plan, Shareholder servicing fees | $0 |
| American Century Investment Managem | Investment management, Investment management fees (indirect) | $0 |
| Fidelity Management & Research Comp | Investment management, Investment management fees (indirect) | $0 |
| Alliancebernstein L.P. | Investment management, Investment management fees (indirect) | $0 |