AUMdb

Vituity Retirement Plan For Cep Physicians

Sponsored by Cep America, Llc Dba Vituity · EIN 942494000 · Plan #018

Total assets
$54.4M
Net assets
$53.6M
Active participants
2,245
With balances
0

Plan year beginning 01/01/2024 · Covers self-employed individuals

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
Cep America, Llc Dba Vituity Plan administrator, Direct payment from the plan $56,470
Schwab Retirement Services Recordkeeping, Direct payment from the plan $8,259