Yorktown Systems Group 401(k) Plan
Sponsored by Yorktown Systems Group · EIN 200530959 · Plan #001
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 458
- With balances
- 404
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 |
|---|---|---|
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Waverly Advisors, Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $79,131 |