AUMdb

Voss Electric Company 401(k) Plan

Sponsored by Voss Electric Company · EIN 470582038 · Plan #002

Total assets
$14.6M
Net assets
$14.6M
Active participants
120
With balances
227

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Rbc Wealth Management Investment advisory (plan), Finders' fees/placement fees $33,637
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $13,092