Vna Retirement Plan
Sponsored by V.N.A. Corporation · EIN 431337104 · Plan #001
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 86
- With balances
- 159
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Services L | Investment advisory (plan) | $28,400 |
| Empower Annuity Insurance Company | Recordkeeping fees | $14,814 |