Vera Automotive, Inc. Retirement Plan
Sponsored by Vera Automotive, Inc. · EIN 651030360 · Plan #003
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 125
- With balances
- 162
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $26,035 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $17,755 |
| Wells Fargo Advisors Llc | Investment advisory (plan) | $9,291 |
| Bdo Usa | Accounting, Direct payment from the plan | $5,950 |
| Definiti, Llc | Contract administrator, Other services, Direct payment from the plan | $3,541 |
| Definiti, Llc | Contract administrator | $1,950 |
| Bdo Usa, Llp | Accounting | $1,190 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |