Ver Halen, Inc. Profit Sharing & Salary Savings Plan & Trust
Sponsored by Ver Halen, Inc. · EIN 391373244 · Plan #002
- Total assets
- $23.5M
- Net assets
- $23.5M
- Active participants
- 140
- With balances
- 184
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nicolet Wealth Co | Trustee (institutional), Direct payment from the plan | $50,726 |
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $43,685 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |