AUMdb

Vital Enterprises Llc 401(k) Retirement Plan

Sponsored by Vital Enterprises Llc · EIN 464417823 · Plan #001

Total assets
$25.9M
Net assets
$25.9M
Active participants
384
With balances
425

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 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Investment advisory (plan) $36,051
Empower Annuity Insurance Company O Recordkeeping fees $31,103
Empower Advisory Group, Llc Investment management $990