Vantiva 401(k) Plan
Sponsored by Vantiva Usa Shared Services, Inc. · EIN 351724835 · Plan #001
- Total assets
- $441M
- Net assets
- $441M
- Active participants
- 2,144
- With balances
- 3,319
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $133,865 |
| Morgan Stanley | Investment advisory (plan) | $107,737 |
| Fidelity Investments Instit Ops Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $105,445 |
| Cliftonlarsonallen | Accounting | $7,035 |