AUMdb

Vantage Systems Inc 401(k) Profit Sharing Plan And Trust

Sponsored by Vantage Systems Inc · EIN 521795685 · Plan #001

Total assets
$13.0M
Net assets
$13.0M
Active participants
118
With balances
147

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $9,077
Valuewealth Services, Llc Recordkeeping, Trustee (institutional), Other services $8,513
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0