AUMdb

The Vermont Country Store, Inc. Profit Sharing Plan

Sponsored by The Vermont Country Store, Inc. · EIN 030211663 · Plan #001

Total assets
$38.8M
Net assets
$38.8M
Active participants
338
With balances
561

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
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $65,376
Fiducient Advisors Investment management, Direct payment from the plan $42,105