Vandyk Mortgage 401(k) Profit Sharing Plan
Sponsored by Vandyk Mortgage Corporation · EIN 382749215 · Plan #001
- Total assets
- $18.3M
- Net assets
- $18.3M
- Active participants
- 251
- With balances
- 294
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 |
|---|---|---|
| Rockefeller Financial Llc CRD 291361 | 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 | $20,653 |
| Rockefeller Financial | Investment advisory (plan), Direct payment from the plan | $17,597 |
| Monroe,Sweeris & Tromp P | Accounting, Direct payment from the plan | $7,300 |