AUMdb

Vomac Truck Sales 401(k) Retirement Plan

Sponsored by Vomac Truck Sales & Service, Inc. · EIN 010552227 · Plan #002

Total assets
$11.0M
Net assets
$11.0M
Active participants
178
With balances
130

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 Investment Advisory Llc CRD 288623 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Shepherd Financial Investments Investment advisory (plan), Consulting fees $31,480
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $21,456