Vermont Adult Learning Retirement Plan
Sponsored by Vermont Adult Learning · EIN 030276755 · Plan #001
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 93
- With balances
- 105
Plan year beginning 07/01/2024 · Profit-sharing, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services | Investment advisory (participants), Investment advisory (plan) | $11,113 |