Heyl, Royster, Voelker & Allen P. C. Profit Sharing And 401(k) Plan
Sponsored by Heyl, Royster, Voelker & Allen P.C. · EIN 370947290 · Plan #002
- Total assets
- $77.3M
- Net assets
- $77.3M
- Active participants
- 257
- With balances
- 360
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Brand Asset Management Group, Inc. CRD 106162 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $32,860 |
| Brand Asset Management Group I | Investment advisory (participants), Direct payment from the plan | $22,316 |
| Clifton Larson Allen Llp | Accounting, Direct payment from the plan | $19,000 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $434 |