AUMdb

Boys & Girls Clubs Of Delaware Inc. Retirement Plan

Sponsored by Boys And Girls Club Of Delaware, Inc. · EIN 510068712 · Plan #001

Total assets
$9.5M
Net assets
$9.5M
Active participants
352
With balances
378

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
Veery Capital, Llc CRD 298465 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Veery Capital Consulting (pension), Investment advisory (plan), Direct payment from the plan $40,659
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $36,544