AUMdb

Van Wagner Group, Llc Retirement Savings Plan

Sponsored by Van Wagner Group, Llc · EIN 471648255 · Plan #001

Total assets
$37.1M
Net assets
$37.1M
Active participants
160
With balances
301

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
T. Rowe Price Rps, Inc Recordkeeping, Trustee (institutional), Trustee (directed) $23,225
Alliant Insurance Services Consulting (general), Investment advisory (plan) $17,500
Lilling & Company Llp Accounting, Direct payment from the plan $14,135
Sentinel Benefits Group, Llc Consulting (pension), Consulting fees $9,769