Veltri, Inc. 401(k) Savings Plan
Sponsored by Veltri, Inc. · EIN 251493003 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 170
- With balances
- 399
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 |
|---|---|---|
| Wealth Advisors Group, Llc CRD 291648 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealth Advisory Group,Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $30,656 |
| The Vanguard Group, Inc. | Recordkeeping | $28,357 |
| Atlantic Pension Services, Inc. | Plan administrator | $15,542 |
| Ascensus Llc | Recordkeeping | $60 |