AUMdb

Vermeer Southeast Sales & Services, Inc. Employee's Profit Sharing Plan

Sponsored by Vermeer Southeast Sales & Service, Inc. · EIN 591156297 · Plan #001

Total assets
$27.6M
Net assets
$27.6M
Active participants
271
With balances
292

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
Advus Financial Partners, Llc CRD 311990 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principle Life Insurance Company Recordkeeping fees $63,601
Advus Financial Partners Llc Investment advisory (plan) $36,869
Empower Annuity Insurance Company O Recordkeeping fees $6,128