Boston Valley Pottery 401(k) Plan
Sponsored by Boston Valley Terra Cotta, Llc · EIN 872912503 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 106
- With balances
- 149
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 |
|---|---|---|
| Note Advisors, Llc CRD 171466 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Note Advisors Llc | Investment advisory (plan), Direct payment from the plan | $22,704 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $16,257 |