Veros Technologies, Llc 401(k) Plan
Sponsored by Veros Technologies, Llc · EIN 472340721 · Plan #001
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 124
- With balances
- 144
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 |
|---|---|---|
| Ameritas Advisory Services, Llc CRD 317245 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Co. | Contract administrator, Participant loan processing, Direct payment from the plan | $71,789 |
| Fidelity Investments | Participant loan processing, Recordkeeping fees, Account maintenance fees | $4,528 |
| Ameritas Advisory | Investment advisory (plan) | $4,107 |
| Uniglobal Pesnion Planning Inc | Contract administrator, Direct payment from the plan, Other services | $1,340 |
| S B H U Life Agency Inc. | Other services, Other commissions, Other fees | $0 |