AUMdb

The Vanir 401(k) Plan

Sponsored by Vanir Group Of Companies, Inc. · EIN 330074517 · Plan #001

Total assets
$55.5M
Net assets
$55.5M
Active participants
300
With balances
381

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
Investment Advisors Group, Llc CRD 315769 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Investment Advisors Corp Consulting (general), Consulting (pension), Investment advisory (plan) $234,287
Correll Co. Recordkeeping, Participant loan processing, Participant communication $49,888