AUMdb

Vaughn, Silverberg & Associates Ps Plan

Sponsored by Vaughn Silverberg & Associates Llp · EIN 742809479 · Plan #001

Total assets
$15.1M
Net assets
$15.1M
Active participants
80
With balances
103

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Merrill Lynch Retirement & Benefit Investment management fees (direct), Securities brokerage commissions, Direct payment from the plan $28,355
Ascensus Llc Recordkeeping, Float revenue, Direct payment from the plan $13,180

Filing history

Plan year Assets Participants Source
01/01/2024 $15.1M 80 ack 20260206122910NAL0005612161001
01/01/2021 $14.1M 93 ack 20250131070540NAL0003229456001