AUMdb

Vsm 401(k) Employees Retirement Savings Plan

Sponsored by Vsm Abrasives Corporation · EIN 431136835 · Plan #001

Total assets
$21.9M
Net assets
$21.9M
Active participants
140
With balances
167

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
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $13,351
Enterprise Bank & Trust Investment advisory (plan) $1,655
Charles Schwab Trust Bank Custodial (securities), Float revenue $0
Charles Schwab & Co., Inc. Shareholder servicing fees $0