AUMdb

Vps Companies Profit Sharing And 401(k) Plan

Sponsored by Vps Companies, Inc. · EIN 941629252 · Plan #001

Total assets
$22.3M
Net assets
$22.3M
Active participants
90
With balances
122

Plan year beginning 06/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pension Assurance Llp Accounting $13,500
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $12,158
Strategic Advisors, Inc. Investment advisory (plan) $55