Veradigm Llc. Retirement Savings Plan
Sponsored by Veradigm Llc · EIN 561306083 · Plan #004
- Total assets
- $605M
- Net assets
- $605M
- Active participants
- 1,790
- With balances
- 4,021
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $274,803 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $139,562 |
| Truist Bank | Investment management, Direct payment from the plan | $46,521 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $796 |