AUMdb

Volunteer Materials And Related 401(k) Plan

Sponsored by Volunteer Materials · EIN 364608954 · Plan #001

Total assets
$4.7M
Net assets
$4.7M
Active participants
213
With balances
170

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
Capital Group Retirement Plan Servi Recordkeeping fees $16,660
First Horizon Advisors Inc Investment advisory (plan) $15,619
Futureplan By Ascensus Contract administrator $2,825