Vanderheyden Hall, Inc. Employees' Pension Plan & Trust
Sponsored by Vanderheyden Hall, Inc. · EIN 141338575 · Plan #001
- Total assets
- $6.5M
- Net assets
- $-184K
- Active participants
- 32
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $106,371 |
| Principal Global Investors, Llc | Investment advisory (plan), Direct payment from the plan | $5,360 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 07/01/2024 | $6.5M | 32 | ack 20260403095307NAL0005096706001 |
| 01/01/2024 | $5.5M | 409 | ack 20251008140002NAL0005659137001 |