Thompson Construction Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Thompson Construction Group, Inc. · EIN 570836917 · Plan #001
- Total assets
- $66.6M
- Net assets
- $66.6M
- Active participants
- 2,036
- With balances
- 2,251
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 98% | 2024 |
| Strategic Advisors Llc CRD 125882 | 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 | $86,183 |
| Morgan Stanley & Co. Llc | Investment advisory (plan) | $66,939 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $17,914 |