The Tax Savers Plan Of The Vollrath Company Llc Uaw Employees
Sponsored by The Vollrath Company, Llc · EIN 391859733 · Plan #013
- Total assets
- $27.1M
- Net assets
- $27.1M
- Active participants
- 256
- With balances
- 201
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 |
|---|---|---|
| Alpha Investment Consulting Group, Llc CRD 139721 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $38,528 |
| Alpha Investment Consulting Group | Investment advisory (plan) | $5,800 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |