AUMdb

V T Industries, Inc. Retirement/Savings Plan

Sponsored by V T Industries, Inc. · EIN 420771969 · Plan #001

Total assets
$111M
Net assets
$111M
Active participants
1,739
With balances
2,001

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $93,431
Strategic Advisors, Inc. Investment advisory (plan) $21,125