AUMdb

V. J. Technologies 401(k) Plan

Sponsored by V.J. Technologies, Inc. · EIN 112916269 · Plan #002

Total assets
$21.9M
Net assets
$21.9M
Active participants
154
With balances
147

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
Morgan Stanley Smith Barney Llc CRD 149777 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanely Smith Barney Llc Investment advisory (participants) $41,053
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $22,459