AUMdb

Vermeer Midwest Retirement Plan

Sponsored by Vermeer Midwest, Inc. · EIN 364335540 · Plan #001

Total assets
$77.3M
Net assets
$77.3M
Active participants
311
With balances
337

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $103,457
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $27,979