AUMdb

Vollers, Inc. 401(k) Savings Plan

Sponsored by Vollers, Inc. · EIN 221969247 · Plan #001

Total assets
$12.2M
Net assets
$12.2M
Active participants
105
With balances
121

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
Safe Money Solutions, Llc CRD 283832 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $45,307
Safe Money Solutions, Llc Investment advisory (plan), Other fees $0