The Vanderweil Companies Savings Plan
Sponsored by R.G. Vanderweil Engineers, Llp · EIN 042452980 · Plan #001
- Total assets
- $138M
- Net assets
- $138M
- Active participants
- 479
- With balances
- 629
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 |
|---|---|---|
| Shepherd Financial Partners, Llc CRD 169093 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $86,086 |
| Shepherd Financial Partners Llc | Investment advisory (plan) | $47,499 |
| Baker Tilly Us Llp | Accounting | $20,475 |