AUMdb

Vocon 401(k) Retirement Savings Plan

Sponsored by Vocon Design, Inc. · EIN 341541396 · Plan #001

Total assets
$19.8M
Net assets
$19.8M
Active participants
229
With balances
286

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
Ancora Retirement Plan Advisors, Llc CRD 31256 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ancora Retirement Plan Advisors,Llc Investment advisory (plan) $61,496
Newport Trust Company Trustee (institutional), Trustee (directed) $7,450