Vickers & Nolan Enterprises, Llc Retirement Plan
Sponsored by Vickers & Nolan Enterprises, Llc · EIN 200759070 · Plan #002
- Total assets
- $16.0M
- Net assets
- $16.0M
- Active participants
- 94
- With balances
- 174
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $58,729 |
| Merrill Lynch Life Agency, Inc | Insurance agents and brokers, Insurance services, Investment advisory (plan) | $30,471 |