Acdi/Voca 401(k) Retirement Plan
Sponsored by Acdi/Voca · EIN 520811461 · Plan #004
- Total assets
- $46.0M
- Net assets
- $46.0M
- Active participants
- 178
- With balances
- 359
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morningstar Investment Mngt Llc | Investment advisory (participants) | $12,790 |
| Global Retirement Partners | Other fees | $0 |
| Retirement Benefit Solutions | Other services | $0 |