Veltek Associates Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Veltek Associates Inc · EIN 232646423 · Plan #001
- Total assets
- $27.0M
- Net assets
- $27.0M
- Active participants
- 178
- With balances
- 212
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 |
|---|---|---|
| Advisornet Financial, Inc. CRD 113074 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advisornet Financial | Investment advisory (participants) | $69,697 |
| Paychex, Inc. | Recordkeeping | $10,209 |