Vance Brothers, Inc. Retirement Plan
Sponsored by Vance Brothers, Inc. · EIN 440577983 · Plan #002
- Total assets
- $21.1M
- Net assets
- $21.1M
- Active participants
- 248
- With balances
- 552
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 |
|---|---|---|
| Two West Capital Advisors Llc CRD 154543 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $60,051 |
| Two West Capital Advisors Llc | Investment advisory (plan), Direct payment from the plan | $24,361 |