Vocational Guidance Services Pension Plan
Sponsored by Vocational Guidance Services · EIN 340714650 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 5
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Campos Financial Llc CRD 304860 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group | Actuarial, Direct payment from the plan | $60,851 |
| Cap Financial, Llc | Investment advisory (plan), Direct payment from the plan | $20,677 |
| Maloney + Novotny | Accounting | $17,600 |
| Pnc | Trustee (institutional), Direct payment from the plan, Shareholder servicing fees | $12,873 |