Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THOMPSON AND ASSOCIATES
EIN 63-0971912Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$450K assets
Welfare
0
Participants
7
11186 AL HIGHWAY 157 - MOULTON, AL 35650256-974-3007
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $450K assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THOMPSON AND ASSOCIATES CASH BALANCE PENSION PLAN
CashBalance
Assets$362K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
THOMPSON AND ASSOCIATES 401(K) PLAN
401k
Assets$88K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THOMPSON AND ASSOCIATES CASH BALANCE PENSION PLAN | CashBalance | $362K | 3 | 2024 | |
| 001 | THOMPSON AND ASSOCIATES 401(K) PLAN | 401k | $88K | 4 | 2024 |
Retirement plans