Vermeer Mountain West Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Vermeer Mountain West Inc · EIN 860647166 · Plan #001
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 185
- With balances
- 160
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth, Inc. | Investment advisory (participants) | $25,513 |
| Paychex, Inc. | Recordkeeping | $24,610 |
| Woodbury Financial Services Inc | Investment advisory (participants) | $6,731 |
| Erisa Fiduciary Services, Inc. | Contract administrator | $5,415 |