AUMdb

V3 Companies, Ltd. 401(k) Plan

Sponsored by V3 Companies, Ltd. · EIN 363252440 · Plan #002

Total assets
$76.3M
Net assets
$76.3M
Active participants
351
With balances
414

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
Midwest Capital Advisors, Llc CRD 125389 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Midwest Capital Advisors Llc Investment advisory (plan) $58,100
Empower Annuity Insurance Company O Recordkeeping fees $50,204