Vocational Development Group, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Vocational Development Group, Llc Dba Inbloom Autism Services · EIN 475420155 · Plan #001
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 972
- With balances
- 696
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 |
|---|---|---|
| Forest Capital Management, Llc CRD 171659 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Sub-transfer agency fees | $5,173,875 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $52,548 |
| Forest Capital Management Llc | Investment advisory (plan) | $9,042 |