AUMdb

Tmvc 401(k) Retirement Plan

Sponsored by Transit Management Of Volusia County, Inc · EIN 851265279 · Plan #001

Total assets
$6.9M
Net assets
$6.9M
Active participants
209
With balances
246

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
Morningstar Investment Management Llc CRD 108031 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Insurance & Annuity Investment advisory (participants) $16,100
Morningstar Investment Management Investment advisory (plan) $4,227
Retirement Solutions Spe Other services $0