AUMdb

Thornton & Summers Profit Sharing Plan

Sponsored by Thornton, Biechlin, Reynolds & Guerra, L.C. · EIN 742654059 · Plan #002

Total assets
$9.3M
Net assets
$9.3M
Active participants
58
With balances
130

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Avalon Advisors, Llc Investment advisory (plan) $65,718