AUMdb

Verrill Dana Llp Pension Plan

Sponsored by Verrill Dana Llp · EIN 010176171 · Plan #001

Total assets
$58.9M
Net assets
$58.9M
Active participants
260
With balances
316

Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account, Participant-directed brokerage accounts

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
Fidelity Invesments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $32,227