AUMdb

Underground Vaults And Storage, Inc. 401(k) Profit Sharing Plan

Sponsored by Underground Vaults And Storage, Inc. · EIN 480649555 · Plan #002

Total assets
$12.7M
Net assets
$12.7M
Active participants
124
With balances
139

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 · 99% 2024

Service providers

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

Provider Services Direct comp
Edward D. Jones & Co., L.P. Investment advisory (participants) $30,889
Wilshire Associates Inc (Usa) Investment advisory (participants) $2,471
John Hancock (Usa) Recordkeeping, Investment management, Shareholder servicing fees $950