Versabar 401(k) Profit Sharing Plan
Sponsored by Versabar, Incorporated · EIN 720926021 · Plan #001
- Total assets
- $53.9M
- Net assets
- $53.9M
- Active participants
- 317
- With balances
- 274
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 |
|---|---|---|
| Adg Wealth Management Group, Llc CRD 132341 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adg Wealth Management Group Llc | Investment advisory (plan) | $90,363 |
| Bourgeois Bennett | Accounting | $7,023 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | -$6,839 |