AUMdb

The Vernon Company 401(k) Plan For Administrative And Affiliated Company

Sponsored by The Vernon Company · EIN 420649215 · Plan #004

Total assets
$15.9M
Net assets
$15.9M
Active participants
118
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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $32,001
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0