Volm Companies 401 K Plan
Sponsored by Volm Companies, Incorporated · EIN 390872639 · Plan #001
- Total assets
- $51.0M
- Net assets
- $51.0M
- Active participants
- 536
- With balances
- 655
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 |
|---|---|---|
| Heck Capital Advisors, Llc CRD 143848 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
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 | $83,790 |
| Heck Capital Advisors | Investment management, Investment management fees (direct) | $62,575 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |
| Charles Schwab & Co | Investment management, Investment management fees (indirect) | $0 |