AUMdb

Vormittag Associates Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Vormittag Associates Inc · EIN 112532460 · Plan #001

Total assets
$38.0M
Net assets
$38.0M
Active participants
185
With balances
228

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
Merrill Lynch, Pierce, Fenner Investment advisory (plan) $57,887
Paychex, Inc. Recordkeeping $43,636