Foth & Van Dyke, Llc 401(k) Retirement Savings Plan
Sponsored by Foth & Van Dyke, Llc · EIN 205814203 · Plan #001
- Total assets
- $178M
- Net assets
- $178M
- Active participants
- 692
- With balances
- 818
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 |
|---|---|---|
| Francis Llc CRD 130687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Francis Llc | Investment advisory (participants), Investment advisory (plan) | $84,922 |
| Associated Trust Company, N.A. | Recordkeeping, Consulting (pension), Trustee (directed) | $80,505 |
| Grant Thornton | Accounting, Direct payment from the plan | $16,080 |