Plan Snapshot
- Plan Sponsor: Thompson Pump And Manufacturing Co.
- Sponsor EIN: 591286389
- Sponsor Address: 4620 CITY CENTER DRIVE, PORT ORANGE, FL, 32129
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $15.2M
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. |
|---|---|---|---|---|
| 2024 | 114 | $15.2M | $681,284 | $478,142 |
| 2023 | 87 | $13.1M | $526,158 | $470,451 |
| 2022 | 76 | $12.6M | $511,665 | $429,842 |
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 |
|---|---|---|---|---|
| NATIONWIDE | RECORDKEEPER | $45,717 | — | $45,717 |
| PURSHE KAPLAN STERLING INVESTMENTS | ADVISOR | — | $29,081 | $29,081 |
| PROACCOUNT | NONE | $22,785 | — | $22,785 |
| BOLERJACK, HALSEAM, BOWLING & WHITE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — RECORDKEEPER
- PURSHE KAPLAN STERLING INVESTMENTS — ADVISOR
- PROACCOUNT — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,583
- Estimated Expense Ratio: 0.640% 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 | $24,658 | — | $24,658 | — | — |
| 2023 | $23,904 | — | — | — | — |
| 2022 | $23,234 | — | $23,234 | — | — |