Vfw Tax Deferred Savings Plan And Trust
Sponsored by Veterans Of Foreign Wars Of The United States · EIN 440474290 · Plan #002
- Total assets
- $28.9M
- Net assets
- $28.9M
- Active participants
- 186
- With balances
- 238
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 |
|---|---|---|
| Two West Capital Advisors Llc CRD 154543 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Two West Capital Advisors Llc | Investment advisory (plan) | $53,258 |
| Empower Annuity Insurance Company | Recordkeeping fees | $29,950 |
| Empower Advisory Group, Llc | Investment management | $1,459 |