Vocational Guidance Services And Affiliates Retirement Plan
Sponsored by Vocational Guidance Services, Inc. · EIN 340714650 · Plan #002
- Total assets
- $1.7M
- Net assets
- $1.7M
- Active participants
- 288
- With balances
- 236
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $59,495 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $8,848 |