Vehlo Purchaser, Llc 401(k) Plan
Sponsored by Vehlo Purchaser, Llc · EIN 841894196 · Plan #001
- Total assets
- $16.1M
- Net assets
- $16.1M
- Active participants
- 484
- With balances
- 343
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Other insurance wrap fees, Recordkeeping, Participant loan processing | $49,666 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $23,389 |
| Erisa Services, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,065 |