AUMdb

Virtual Service Operations 401(k) Plan

Sponsored by Virtual Service Operations Llc · EIN 821353455 · Plan #001

Total assets
$5.5M
Net assets
$5.5M
Active participants
377
With balances
210

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $4,456
Ascensus Other services $0
Morningstar Investment advisory (plan) $0
Voya Retirement Insurance And Annui Recordkeeping fees $0