AUMdb

Best Vinyl 401(k) Retirement Plan

Sponsored by Best Vinyl Fence & Deck, Llc · EIN 273836861 · Plan #001

Total assets
$4.9M
Net assets
$4.9M
Active participants
78
With balances
153

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
Soltis Investment Advisors, Llc CRD 154690 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pcs Retirement Contract administrator, Recordkeeping, Consulting (general) $16,038
Soltis Investment Advisors Investment advisory (participants), Investment advisory (plan), Investment management $13,847