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Sponsor portfolio

THOMPSON GRAY, INC.

EIN 26-2948541-management consulting-Latest filing 2025
Plans
3
Retirement
2
$30.1M assets
Welfare
1
$393K premiums
Participants
805
4240 BALMORAL DRIVE - HUNTSVILLE, AL 35801256-970-2794thompsongrayinc.netLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
3 filings
#001401k-$22.5M - 340 part#002ESOP-$7.6M - 214 part#501Fully Insured-$393K - 251 lives

Retirement portfolio analytics

2 plans aggregated / $30.1M assets / 554 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • INC. RETIREMENT PLAN (#001)75%
  • EMPLOYEE STOCK OWNERSHIP (#002)25%
Total $30.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)340
  • EMPLOYEE STOCK OWNERSHIP (#002)214
Total 554Click row to drill in

Benefits portfolio analytics

1 plan / $393K premiums / 251 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$393K
  • Vision$393K
  • Life$393K
  • Short-term disability$393K
  • Long-term disability$393K
Total $393K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $393K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HIGGINBOTHAM INS AGENCY INC100%
Total $43K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THOMPSON GRAY, INC. RETIREMENT PLAN

401k

Assets$22.5M
Participants340
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THOMPSON GRAY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$7.6M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THOMPSON GRAY, INC.

Fully Insured - GUARDIAN

Premiums$393K
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THOMPSON GRAY, INC. RETIREMENT PLAN401k$22.5M3402024
002THOMPSON GRAY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$7.6M2142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THOMPSON GRAY, INC.Fully InsuredGUARDIAN$393K2512025
Retirement plans
Welfare plans
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