My Retirement 401(k) Plan
Sponsored by Devon Rex Vets Pc · EIN 824343821 · Plan #002
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 141
- With balances
- 102
Plan year beginning 04/15/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan), Direct payment from the plan | $5,276 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $4,894 |