Victor Community Support Services, Inc. Retirement Plan
Sponsored by Victor Community Support Services, Inc. · EIN 431959837 · Plan #001
- Total assets
- $28.9M
- Net assets
- $28.9M
- Active participants
- 444
- With balances
- 532
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Robertson Stephens Wealth Management, Llc CRD 289977 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Robertson Stephens Wealth Mgmt | Consulting (general), Investment advisory (participants), Investment management fees (direct) | $35,920 |
| Ascensus Llc | Recordkeeping, Consulting (general), Participant communication | $30,985 |