AUMdb

Value Added Distributors, Llc 401(k) Profit Sharing Plan

Sponsored by Value Added Distributors Llc · EIN 391814479 · Plan #001

Total assets
$6.9M
Net assets
$6.9M
Active participants
208
With balances
114

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Johnson Bank Recordkeeping, Trustee (institutional), Direct payment from the plan $34,005