AUMdb

Verland And Affiliates 403(b) Retirement Plan

Sponsored by Verland · EIN 251440761 · Plan #001

Total assets
$20.2M
Net assets
$20.2M
Active participants
562
With balances
697

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Definiti Llc Contract administrator $45,169
Empower Annuity Insurance Company Recordkeeping fees $32,411
Empower Advisory Group, Llc Investment management $7,973