AUMdb

Victor Envelope Company Salary Reduction 401(k) Plan And Trust

Sponsored by Victor Envelope Company · EIN 362762869 · Plan #003

Total assets
$39.9M
Net assets
$39.9M
Active participants
238
With balances
266

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
Ifp Advisors, Llc CRD 125112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $108,889
Ifp Advisors, Inc. Investment advisory (plan), Other fees $0
First American Bank Other services, Other fees $0