Woodloch Pines Inc. 401 K Plan
Sponsored by Woodloch Pines, Inc. · EIN 240857870 · Plan #001
- Total assets
- $16.1M
- Net assets
- $16.1M
- Active participants
- 900
- With balances
- 926
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 |
|---|---|---|
| Vicus Capital, Inc. CRD 116021 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vicus Capital | Investment advisory (plan) | $41,889 |
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $30,518 |
| Valley Forge Pension Management | Contract administrator | $13,163 |
| Empower Advisory Group, Llc | Investment management | $7,693 |