Plan Snapshot
- Plan Sponsor: Thompson Industrial Services, LLC
- Sponsor EIN: 204546695
- Sponsor Address: 104 N MAIN STREET, SUMTER, SC, 29150
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $153,588 | $874,888 |
| 2022 | 693 | $15.0M | $397,107 | $2.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $46,095 | — | $46,095 |
| USI ADVISORS INC | ADVISOR | $26,147 | — | $26,147 |
| UNITED GRAPHICS, INC. | OTHER SERVICES | $6,519 | — | $6,519 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $5,017 | — | $5,017 |
| BURKETT BURKETT & BURKETT CPAS,P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,778
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 |
|---|---|---|---|---|---|
| 2023 | $53,579 | $23,386 | — | — | — |
| 2022 | $83,779 | $5,017 | — | — | — |