AUMdb

Village Capital 401(k) Plan

Sponsored by Village Capital & Investment, Llc · EIN 200192872 · Plan #002

Total assets
$6.9M
Net assets
$6.8M
Active participants
674
With balances
213

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
Holm & Cawley Financial Group Llc CRD 150601 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Holm & Cawley Financial Group Llc Recordkeeping, Investment advisory (participants) $55,355