AUMdb

Vector Resources, Inc. 401(k) Plan

Sponsored by Vector Resources, Inc. · EIN 954154511 · Plan #001

Total assets
$38.8M
Net assets
$38.8M
Active participants
296
With balances
338

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
The Patriot Financial Group Insurance Agency, Llc CRD 172470 fuzzy_auto · 98% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $55,256
The Patriot Financial Group Insuran Investment advisory (plan) $44,802
Empower Advisory Group, Llc Investment management $1,737
Stonex Securities Inc Other commissions $0