Van Zyverden, Inc. 401(k) Retirement Plan
Sponsored by Van Zyverden, Inc. · EIN 221603775 · Plan #002
- Total assets
- $18.4M
- Net assets
- $18.4M
- Active participants
- 266
- With balances
- 121
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 |
|---|---|---|
| Duncan Williams Asset Management, Llc CRD 174809 | deterministic · 100% | 2024 |
| B. Riley Wealth Advisors, Inc. CRD 115927 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Duncan Williams Asset Management | Investment advisory (participants) | $26,440 |
| B. Riley Wealth Advisors, Inc. | Investment advisory (participants) | $17,444 |
| John Hancock Life Insurance Co | Recordkeeping | $5,515 |