Verdun 401(k) Retirement Plan
Sponsored by Verdun Management Co Llc · EIN 933865302 · Plan #001
- Total assets
- $89.6M
- Net assets
- $89.6M
- Active participants
- 223
- With balances
- 453
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Swbc Investment Advisory Services Llc CRD 156155 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $69,991 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $45,270 |
| Crowe Llp | Accounting | $26,250 |
| Gallagher Benefit Services Inc Dba | Investment advisory (plan) | $20,000 |
| Swbc Investment Advisory Serv Llc D | Investment advisory (plan) | $9,024 |
| Insperity Retirement Services | Other fees | $1,000 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |
| Mercer Investment Consulting Inc | Other fees | $0 |