Vonlehman & Co., Inc. Employee's Savings Plan
Sponsored by Vonlehman & Company, Inc. · EIN 310905417 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Pca Investment Advisory Services, Inc. CRD 123475 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pca Investment Advisory Services | Investment advisory (plan), Direct payment from the plan | $13,140 |
| Pension Corporation Of America | Recordkeeping, Participant loan processing, Direct payment from the plan | $10,080 |
| Alphamark Advisors Llc | Investment advisory (plan), Direct payment from the plan | $9,888 |
| Charles Schwab Trust Bank | Investment management fees (indirect), Shareholder servicing fees, Float revenue | $3,649 |