Plan Snapshot
- Plan Sponsor: Thorne Research, INC.
- Sponsor EIN: 911248086
- Sponsor Address: P.O.BOX 2980, SUMMERVILLE, SC, 29484
- Plan Type: 401(k)
- Total Participants: 727
- Total Assets: $20.3M
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 | 727 | $20.3M | $1.5M | $3.0M |
| 2023 | 667 | $17.5M | $1.2M | $2.4M |
| 2022 | 528 | $12.5M | $1.1M | $2.1M |
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 |
|---|---|---|---|---|
| HAYDEN ROSS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAYDEN ROSS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $166,662 | — | $166,481 | — | — |
| 2023 | $51,114 | — | $51,114 | — | — |
| 2022 | $24,644 | — | $24,644 | — | — |