Connor Co. Employees' Savings And Profit Sharing 401(k) Plan & Trust
Sponsored by Connor Co. · EIN 370366580 · Plan #001
- Total assets
- $65.5M
- Net assets
- $65.5M
- Active participants
- 257
- With balances
- 280
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 |
|---|---|---|
| David Vaughan Investments, Llc CRD 105990 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| David Vaughan Investments, Inc. | Investment advisory (plan) | $45,184 |
| Alliance Pension Consultants, Llc | Recordkeeping, Consulting (pension) | $31,561 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional) | $0 |
| Charles Schwab & Co., Inc. | Custodial (other) | $0 |