Custodians

Below are a few custodians and the contacts we have there:

Vanguard

Nico LaBarbera

Registered Representative

Vanguard Small Business Retirement Solutions

Phone: 800-992-7188

Charles Schwab

Matt Gilbert

Retirement Consultant 

Charles Schwab & Co., Inc.

Office 602-355-3668

Fidelity

Small Business Retirement Specialist Team

800-544-5373

You can ask for Noel Allen, if he is not available any member at this line will be able to assist you.

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