Venture Inc Of Beaufort 401(k) Plan
Sponsored by Venture Inc Of Beaufort · EIN 593763767 · Plan #001
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 245
- With balances
- 290
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 |
|---|---|---|
| Carolina Qualified Retirement Plan Advisers, Llc CRD 171534 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Carolina Qualified Retirement Plan | Investment advisory (plan), Direct payment from the plan | $37,400 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $28,363 |