AUMdb

Van Ausdall & Farrar Inc. Employee Retirement Plan

Sponsored by Van Ausdall & Farrar Inc. · EIN 351067666 · Plan #002

Total assets
$10.4M
Net assets
$10.4M
Active participants
109
With balances
147

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $25,605
Shepherd Financial Invest. Advisory Recordkeeping, Trustee (institutional), Other services $24,867
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0