AUMdb

Vancon, Inc 401(k) Profit Sharing Plan

Sponsored by Vancon, Inc · EIN 841389681 · Plan #001

Total assets
$5.9M
Net assets
$5.9M
Active participants
167
With balances
115

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Onedigital Investment Advisors Llc Investment advisory (plan) $25,940
Dwc Erisa Consultanrts Llc Contract administrator $2,953