Vae, Inc. 401(k) Plan
Sponsored by Vae, Inc. · EIN 541984449 · Plan #001
- Total assets
- $27.4M
- Net assets
- $27.4M
- Active participants
- 191
- With balances
- 250
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Inc | Investment advisory (participants), Investment advisory (plan) | $69,293 |
| Matrix Trust Company | Recordkeeping, Recordkeeping fees, Custodial (securities) | $13,288 |