David Volkert & Associates, Inc. 401(k) Retirement Savings Plan
Sponsored by David Volkert & Associates, Inc. · EIN 630703075 · Plan #003 · Mobile, AL
- Total assets
- $106M
- Net assets
- $106M
- Active participants
- 1,715
- With balances
- 1,870
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 |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $112,261 |
| Regions Bank | Investment advisory (plan) | $75,000 |