Vertical Earth 401(k) Plan
Sponsored by Vertical Earth, Inc. · EIN 582299053 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 355
- With balances
- 425
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 |
|---|---|---|
| Truist Advisory Services, Inc. CRD 283390 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $48,274 |
| Erisa Services, Incl | Contract administrator, Direct payment from the plan, Other services | $4,274 |
| Truist Advisory Services, Inc. | Investment advisory (plan), Other fees | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |