AUMdb

Visiting Nurse Association Of Southeast Missouri Profit Sharing Plan

Sponsored by Visiting Nurse Association Of Southeast Missouri, Inc. · EIN 237314085 · Plan #001

Total assets
$5.7M
Net assets
$5.7M
Active participants
154
With balances
86

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edward Jones Investment advisory (plan) $17,700
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $1,750