Plan Snapshot
- Plan Sponsor: Thompson Thrift Construction, INC.
- Sponsor EIN: 351941978
- Sponsor Address: 901 WABASH AVENUE STE. 300, TERRE HAUTE, IN, 478073233
- Plan Type: 401(k)
- Total Participants: 630
- Total Assets: $46.0M
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 | 630 | $46.0M | $2.4M | $5.7M |
| 2023 | 579 | $34.8M | $2.2M | $4.9M |
| 2022 | 546 | $26.5M | $1.9M | $4.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $87,624 | — | $87,624 |
| SHEPHERD FINANCIAL INVESTMENT ADVIS | INVESTMENT ADVISOR | $25,996 | — | $25,996 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,620
- Estimated Expense Ratio: 0.247% 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 | $114,685 | — | $114,685 | — | — |
| 2023 | $97,608 | — | $97,608 | — | — |
| 2022 | $83,653 | $83,653 | — | — | — |