AUMdb

Vodafone Us Retirement Plan

Sponsored by Vodafone Us Inc · EIN 980510742 · Plan #001

Total assets
$195M
Net assets
$195M
Active participants
148
With balances
713

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning Llc Investment advisory (plan) $75,000
Empower Annuity Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping $64,425
Bdo Usa Llp Investment advisory (plan) $29,442
Prudential Investment Management Se Distribution (12b-1) fees, Securities brokerage commissions $294
Empower Financial Services, Inc. Securities brokerage $175
Empower Financial Services, Inc. Other investment fees and expenses $30