AUMdb

Victra 401(k) Plan

Sponsored by Abc Phones Of North Carolina, Inc. · EIN 562151684 · Plan #001

Total assets
$49.8M
Net assets
$49.8M
Active participants
8,133
With balances
1,818

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
Cetera Investment Advisers Llc CRD 105644 fuzzy_auto · 98% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $117,743
Cetera Investment Advisors Llc Investment advisory (plan) $48,000
Strategic Advisors, Inc. Investment advisory (plan) $24,454