Woods Rogers Vandeventer Black Plc Profit Sharing Plan
Sponsored by Woods Rogers Vandeventer Black Plc · EIN 541294386 · Plan #002
- Total assets
- $135M
- Net assets
- $135M
- Active participants
- 264
- With balances
- 346
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $86,185 |
| Foti, Flynn, Lowen & Co. | Accounting | $59,835 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $26,239 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $13,640 |