Plan Snapshot
- Plan Sponsor: Thompson Capital Management, LLC
- Sponsor EIN: 208152542
- Sponsor Address: 6150 VILLAGE VIEW DRIVE, SUITE 101, WEST DES MOINES, IA, 50266
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $869,718
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2 | $869,718 | $57,292 | $16,320 |
| 2023 | 2 | $679,408 | $12,574 | $47,274 |
| 2022 | 3 | $1.1M | $32,453 | $51,445 |