AUMdb

Vanasse Hangen Brustlin, Inc. Retirement Plan

Sponsored by Vanasse Hangen Brustlin, Inc. · EIN 042931679 · Plan #001

Total assets
$464M
Net assets
$464M
Active participants
2,079
With balances
2,686

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees, Recordkeeping, Participant loan processing $584,799
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $102,763
Pkf O'connor Davies Llp Accounting $6,900