AUMdb

Vanguard Furniture Co., Inc. Employees' Retirement Savings Plan

Sponsored by Vanguard Furniture Co., Inc. · EIN 560928040 · Plan #001

Total assets
$21.2M
Net assets
$21.2M
Active participants
634
With balances
655

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
Wells Fargo Advisors Financial Network, Llc CRD 11025 fuzzy_auto · 98% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $133,178
Wells Fargo Advisors Financial Netw Investment advisory (plan), Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0