AUMdb

V.T. Construction, Inc. Retirement Savings Plan

Sponsored by V.T. Construction, Inc. · EIN 880356131 · Plan #001

Total assets
$3.9M
Net assets
$3.9M
Active participants
131
With balances
149

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
Summit Global Investments, Llc CRD 157091 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Proaccount Plan administrator, Participant loan processing, Participant communication $10,726
Summit Global Investments, Llc Recordkeeping, Investment advisory (participants), Participant communication $10,464