AUMdb

Viskoteepak 401(k) Plan

Sponsored by Viskoteepak, Llc · EIN 201267287 · Plan #001

Total assets
$9.6M
Net assets
$9.6M
Active participants
115
With balances
92

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping, Participant loan processing, Float revenue $22,104
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $7,645
Edward D Jones & Company Investment advisory (plan), Direct payment from the plan $6,587