AUMdb

The Vollrath Company, Llc Kiel Plant Employees Personal Tax Savers Plan

Sponsored by The Vollrath Company, Llc · EIN 391859733 · Plan #018

Total assets
$8.6M
Net assets
$8.6M
Active participants
170
With balances
126

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
Oneamerica Retirement Services Llc Recordkeeping, Participant loan processing, Participant communication $12,606
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0