Villara Corporation 401(k) Plan
Sponsored by Villara Corporation · EIN 941343912 · Plan #001
- Total assets
- $31.8M
- Net assets
- $31.8M
- Active participants
- 849
- With balances
- 995
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Planning Group, Llc CRD 118921 | fuzzy_auto · 93% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $84,394 |
| Capital Planning Advisors Llc | Investment advisory (plan) | $73,320 |
| Empower Advisory Group, Llc | Investment management | $47,538 |
| 401 K Safe 3(16) | Other fees | $26,232 |
| Miller, Kaplan, Arase Llp | Accounting | $13,500 |