Vengroff Williams, Inc. 401(k) Profit Sharing Plan
Sponsored by Vengroff Williams, Inc. · EIN 452973113 · Plan #001
- Total assets
- $34.0K
- Net assets
- $34.0K
- Active participants
- 13
- With balances
- 17
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co.Of Ame | Recordkeeping fees | $23,276 |
| Eisneramper Llp | Accounting | $20,475 |
| Bates & Company Inc. | Contract administrator | $19,659 |
| Raymond James & Associates Inc | Investment advisory (plan) | $11,535 |
| Empower Advisory Group, Llc | Investment management | $3,888 |