AUMdb

Veranex 401 K Plan

Sponsored by Veranex, Inc. · EIN 863497638 · Plan #001

Total assets
$51.5M
Net assets
$51.5M
Active participants
339
With balances
598

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mma Securities Llc Investment advisory (plan) $70,940
John Hancock Recordkeeping, Participant loan processing, Float revenue $58,324