Vintage Stock Safe Harbor 401(k)plan
Sponsored by Vintage Stock · EIN 431571679 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 445
- With balances
- 188
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment advisory (participants) | $24,207 |
| Definiti, Llc | Recordkeeping | $1,190 |
| John Hancock Usa | Recordkeeping, Investment management, Sub-transfer agency fees | $500 |