AUMdb

Vaco 401(k) Plan

Sponsored by Vaco Holdings, Llc · EIN 460863705 · Plan #001

Total assets
$220M
Net assets
$220M
Active participants
6,031
With balances
4,062

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 Investment advisory (participants) $286,438
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $156,603