AUMdb

Village Associates Inc. 401(k) Plan And Trust

Sponsored by Village Associates Inc. · EIN 852959197 · Plan #001

Total assets
$29.9M
Net assets
$29.9M
Active participants
321
With balances
407

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
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) $52,908
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $6,965