AUMdb

John Aguilar & Company, Inc. Profit Sharing 401(k) Plan

Sponsored by John Aguilar & Company, Inc. Dba Vernon Transportation · EIN 954118080 · Plan #001 · Stockton, CA

Total assets
$6.7M
Net assets
$6.7M
Active participants
137
With balances
162

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $51,565
Kemper Cpa Group Llp Accounting $10,145