AUMdb

Voice Media Group Retirement Savings Plan

Sponsored by Voice Media Group, Llc · EIN 461434058 · Plan #001

Total assets
$25.9M
Net assets
$25.9M
Active participants
267
With balances
416

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
Empower Annuity Insurance Company O Recordkeeping fees $36,681
Sageview Advisory Group, Llc Investment advisory (plan) $29,059
Price Kong And Co Cpas Pa Accounting $16,000
Voice Media Group Llc Other fees $12,000