AUMdb

Fvcbank 401(k) Plan

Sponsored by Fvcbank · EIN 020794839 · Plan #001

Total assets
$13.3M
Net assets
$13.3M
Active participants
114
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).

Firm Match Plan year
Alliance Wealth Advisors, Llc CRD 288394 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Alliant Wealth Advisors Investment management, Direct payment from the plan $38,631
Pcs Retirement, Llc Claims processing, Contract administrator, Recordkeeping $20,107