AUMdb

Village Square 401(k) Plan

Sponsored by Village Square Of Penna, Inc. · EIN 231702523 · Plan #002

Total assets
$12.4M
Net assets
$12.4M
Active participants
289
With balances
188

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $32,209
Lpl Financial Investment advisory (plan) $28,974
Pkf O'connor Davies, Llp Accounting $20,387