Thompson Advisory Services

Form 5500

THOMPSON ADVISORY SERVICES, LLC

3339 SE Division Street Suite B, Portland, Or 97202 (503) 234-0721 EIN:26-3777195 Plan Admin:Healthequity Retirement Services, Llc

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameRETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$808,350 / $757,882	2022	RETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC - Plan #003	5 / 5	$808,350 / $757,882
2021	Plan NameRETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$655,267 / $808,350	2021	RETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC - Plan #003	5 / 5	$655,267 / $808,350
2020	Plan NameRETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$143,353 / $655,267	2020	RETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC - Plan #003	5 / 5	$143,353 / $655,267
2019	Plan NameRETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$74,322 / $143,353	2019	RETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC - Plan #003	5 / 5	$74,322 / $143,353