AUMdb

Verinext Corp. 401(k) Retirement Plan

Sponsored by Verinext Corp. · EIN 233024532 · Plan #001

Total assets
$39.8M
Net assets
$39.8M
Active participants
276
With balances
400

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
Wealth Advisors Group, Llc CRD 291648 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Wealth Advisory Group, Inc Investment advisory (plan), Direct payment from the plan $108,138
Ascensus Llc Other commissions, Other fees, Participant loan processing $42,500