Thermo King Midwest, Inc. 401(k) Profit Sharing Plan
Sponsored by Thermo King Midwest, Inc. · EIN 351007407 · Plan #002
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 136
- With balances
- 102
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $17,232 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $9,986 |
| Morningstar Investment Mgmt Llc | Investment advisory (participants), Consulting fees | $0 |