Venuplus Inc. 401(k) Plan
Sponsored by Venuplus Inc. · EIN 010572964 · Plan #001
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 538
- With balances
- 385
Plan year beginning 01/01/2024 · Total participant-directed account, 401(m) arrangement, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan) | $25,991 |
| Capital Group Retirement Plan Serv | Recordkeeping fees | $16,767 |
| Carpenter Morse Group | Contract administrator | $3,900 |