AUMdb

Earl W. Colvard, Inc. Savings Plan

Sponsored by Earl W. Colvard, Inc. · EIN 592183177 · Plan #001

Total assets
$23.2M
Net assets
$23.2M
Active participants
491
With balances
570

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors Llc Investment advisory (participants) $4,522
James Moore And Co Pl Accounting $1,750
Voya Retirement Insurance & Annuity Investment advisory (participants), Recordkeeping fees $0
Lpl Financial Corporation Other fees $0
Onedigital Llc Other fees $0
Pension Investors Corp Of Orlando Other services $0