Vanguard National Trailer, Inc. 401(k) Savings Plan
Sponsored by Vanguard National Trailer Corporation · EIN 710944512 · Plan #001
- Total assets
- $15.7M
- Net assets
- $15.5M
- Active participants
- 588
- With balances
- 637
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $85,769 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $17,592 |
| Empower Advisory Group, Llc | Investment management | $3,450 |
| Commonwealth Equity Services Llc Db | Investment advisory (plan) | -$3,095 |