Transylvania Vocational Servic 401(k) Profit Sharing Plan & Trust
Sponsored by Transylvania Vocational Servic · EIN 561261616 · Plan #001
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 201
- With balances
- 135
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $10,342 |
| Osaic Wealth, Inc. | Investment advisory (participants) | $5,046 |