Vandevere 401 K Profit Sharing Plan And Trust
Sponsored by Vandevere, Inc. · EIN 340676529 · Plan #001
- Total assets
- $24.9M
- Net assets
- $24.9M
- Active participants
- 358
- With balances
- 391
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $30,418 |
| Valmark Advisers Inc | Investment management, Direct payment from the plan | $27,500 |