AUMdb

City Ventures 401(k) Plan

Sponsored by City Ventures Professional Services, Llc · EIN 823678714 · Plan #001

Total assets
$3.6M
Net assets
$3.6M
Active participants
477
With balances
724

Plan year beginning 01/01/2024 · 401(k)

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
Voya Retirement Insurance & Annuity Investment advisory (plan) $14,428