AUMdb

Vaden Holding, Inc. 401(k) Profit Sharing Plan

Sponsored by Vaden Holding, Inc. · EIN 581032937 · Plan #001

Total assets
$17.7M
Net assets
$17.7M
Active participants
595
With balances
603

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $67,934
Lpl Financial Corporation Insurance services, Investment advisory (plan), Investment management fees (direct) $39,616