AUMdb

Victory Rd 401(k) Plan

Sponsored by Ark National Holdings Llc (D/B/A Ark Behavioral) · EIN 832215221 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
301
With balances
545

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Compass 360, Llc Recordkeeping, Participant loan processing, Recordkeeping fees $63,917
Transamerica Retirement Solutions, Recordkeeping, Participant loan processing, Investment management fees (indirect) $52,770
Commonwealth Financial Network Investment advisory (plan) $32,891