AUMdb

Vcna 401(k) Profit Sharing Plan

Sponsored by Vcna Prairie Llc · EIN 261320351 · Plan #001

Total assets
$139M
Net assets
$139M
Active participants
747
With balances
979

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $81,158
Capfinancial Partners, Llc Accounting, Direct payment from the plan $57,441
National Financial Services Securities brokerage, Securities brokerage commissions $0