Vaa, Llc Profit Sharing Plan
Sponsored by Vaa, Llc · EIN 205980566 · Plan #001
- Total assets
- $62.2M
- Net assets
- $62.2M
- Active participants
- 249
- With balances
- 288
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $36,906 |
| Usi Advisors Inc | Investment advisory (plan) | $34,708 |
| Empower Advisory Group, Llc | Investment management | $29,166 |
| Wipflillp | Accounting | $13,000 |
| Tax Sheltered Compensation | Contract administrator | $2,625 |