AUMdb

Victoria Theatre Association Retirement Plan

Sponsored by Victoria Theatre Association · EIN 310897638 · Plan #001

Total assets
$3.3M
Net assets
$3.3M
Active participants
254
With balances
121

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Newport Group, Inc. Recordkeeping $23,646
Pnc Institutional Asset Management Investment advisory (plan) $5,000