AUMdb

Viatech Publishing Solutions, Inc. Employee Stock Ownership Plan

Sponsored by Viatech Publishing Solutions, Inc. · EIN 131947136 · Plan #005

Total assets
$4.7M
Net assets
$4.3M
Active participants
98
With balances
146

Plan year beginning 09/01/2024 · Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Principly, Inc. CRD 281813 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Principal Investment management, Securities brokerage commissions $19,403
New Direction Partners Valuation, Consulting fees $10,400