Original filing (PDF)20250728122251NAL0002190256001

THOMPSON ADVISORY SERVICES, LLC

Name: THOMPSON ADVISORY SERVICES, LLC — RETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC, Form 5500 (2024)
Creator: THOMPSON ADVISORY SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

RETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMPSON ADVISORY SERVICES, LLC.

Plan sponsor

Name

THOMPSON ADVISORY SERVICES, LLC

EIN

26-3777195

Address

3339 SE DIVISION STREET · SUITE B · PORTLAND, OR · 97202

Phone

(503) 234-0721

Industry

Professional & Technical Servicessee all

Plan administrator

Name

HEALTHEQUITY RETIREMENT SERVICES

EIN

82-1222973

City

DRAPER, UT

Phone

(877) 860-2664

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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