# Thomas Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/thomas-management-llc-401k-plan-001-0020

> Thomas Management, LLC's 401(k) plan: 1,392 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thomas Management, LLC

- **Sponsor EIN:** 820410020

- **Sponsor Address:** 700 E. FRANKLIN ROAD, MERIDIAN, ID, 836422938

- **Plan Type:** 401(k)

- **Total Participants:** 1,392

- **Total Assets:** $27.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,392|$27.0M|$934,355|$2.7M|

| 2023|1,163|$24.6M|$817,598|$2.3M|

| 2022|974|$19.4M|$692,267|$2.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INS. CO. OF AMERICA|RECORDKEEPER|$79,775|—|$79,775|

| PINNACLE PENSION SERVICES, INC.|CONTRACT ADMIN|$25,010|$10,000|$35,010|

| PENSIONMARK FINANCIAL GROUP, LLC|INVESTMENT ADVISOR|$30,000|—|$30,000|

| COTA STREET INVESTMENT MANAGEMENT|INVESTMENT MGMT|$25,469|—|$25,469|

| EIDE BAILLY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EIDE BAILLY, LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $170,254

- **Estimated Expense Ratio:** 0.630% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$160,254|$55,469|$25,010|—|—|

| 2023|$168,188|$49,450|$31,127|—|—|

| 2022|$174,515|$47,846|$126,669|—|—|

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