AUMdb

Vermont Information Processing, Inc. Profit Sharing Plan

Sponsored by Vermont Information Processing, Inc. · EIN 030231253 · Plan #001

Total assets
$37.1M
Net assets
$37.1M
Active participants
675
With balances
610

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
Pathway Financial Advisors, Llc CRD 124801 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Pathway Financial Advisors, Llc Investment management $86,821
The Newport Group, Inc. Recordkeeping, Trustee (directed) $69,735