Voce 401(k) Profit Sharing Plan
Sponsored by Voce · EIN 251839211 · Plan #001
- Total assets
- $26.1M
- Net assets
- $26.1M
- Active participants
- 331
- With balances
- 443
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Insurance agents and brokers, Direct payment from the plan, Investment advisory (participants) | $57,815 |
| Nwps | Participant loan processing, Redemption fees, Direct payment from the plan | $47,692 |