V.G. Reed & Sons, Inc. 401(k) Salary Reduction Plan
Sponsored by V.G. Reed & Sons, Inc. · EIN 610561589 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 83
- With balances
- 91
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 |
|---|---|---|
| Envestnet Retirement Solutions, Llc CRD 171570 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Envestnet Retirement Solutions, Llc | Investment advisory (plan) | $5,013 |
| Empower Advisory Group, Llc | Investment management | $10 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |
| Private Client Services Llc | Other commissions | $0 |