AUMdb

Veca 401(k) Savings Plan

Sponsored by Veca Electric & Technologies, Llc · EIN 911453638 · Plan #001

Total assets
$38.0M
Net assets
$38.0M
Active participants
331
With balances
394

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
Aldrich Wealth, Limited Partnership CRD 147200 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Aldrich Wealth Lp Investment advisory (plan), Direct payment from the plan $70,095
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $43,227