AUMdb

Vector 401(k) Plan And Trust

Sponsored by Vector Construction, Inc. · EIN 450436236 · Plan #001

Total assets
$7.1M
Net assets
$7.1M
Active participants
87
With balances
137

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
Water Valley Investment Advisors, Inc. CRD 116936 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Definiti Recordkeeping, Participant communication, Direct payment from the plan $37,833
Water Valley Investment Advisors, I Investment advisory (participants), Investment advisory (plan) $19,979