Mark Thomas & Company, Inc. 401(k) Savings Plan
Sponsored by Mark Thomas & Company, Inc. · EIN 941451490 · Plan #002
- Total assets
- $65.2M
- Net assets
- $65.2M
- Active participants
- 407
- With balances
- 610
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $88,665 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $28,039 |
| Empower Advisory Group, Llc | Investment management | $23,609 |