Veristat, Llc 401(k) Profit Sharing Plan
Sponsored by Veristat, Llc · EIN 461606004 · Plan #002
- Total assets
- $24.9M
- Net assets
- $24.9M
- Active participants
- 158
- With balances
- 304
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Recordkeeping, Trustee (institutional), Other services | $47,061 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $15,577 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |