J. R. Tharpe Employee Retirement Plan
Sponsored by J. R. Tharpe Trucking Company, Inc. · EIN 541133750 · Plan #001
- Total assets
- $870K
- Net assets
- $870K
- Active participants
- 139
- With balances
- 96
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co | Recordkeeping fees | $9,072 |
| Retirement Plan Solutions Inc | Contract administrator | $3,301 |
| Merrill Lynch Pierce Fenner | Investment advisory (plan) | $2,378 |
| Empower Advisory Group, Llc | Investment management | $124 |