AUMdb

Tompkins Financial Corporation Employee Stock Ownership Plan

Sponsored by Tompkins Trust Company · EIN 150470650 · Plan #003

Total assets
$39.7M
Net assets
$39.7M
Active participants
862
With balances
1,127

Plan year beginning 01/01/2024 · Stock bonus

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $32,114