Thompson, Coe, Cousins & Irons L.L.P. Retirement Plan
Sponsored by Thompson, Coe, Cousins & Irons, L.L.P. · EIN 750889070 · Plan #002
- Total assets
- $86.6M
- Net assets
- $86.6M
- Active participants
- 460
- With balances
- 632
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $60,590 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,580 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $7,555 |