AUMdb

Van Eerden Savings And Retirement Plan

Sponsored by V.E.C (Usa), Inc. · EIN 382892156 · Plan #001

Total assets
$40.4M
Net assets
$40.4M
Active participants
618
With balances
734

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Raymond James & Associates Inc Investment advisory (plan) $62,213
Plante & Moran Pllc Accounting $9,500
Jpmorgan Invest Holdings Llc Recordkeeping fees $4,227
Miller, Johnson, Snell & Cummiskey, Other fees $1,751
Qdro Consultants Company, Llc Other fees $600