AUMdb

Vernon E. Faulconer, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Vernon E. Faulconer, Inc. · EIN 751792017 · Plan #002

Total assets
$18.7M
Net assets
$18.7M
Active participants
99
With balances
134

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
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant loan processing $1,100