Vermont Energy Investment Corp. Tax Deferred Annuity Plan
Sponsored by Vermont Energy Investment Corp. · EIN 030304418 · Plan #001
- Total assets
- $61.9M
- Net assets
- $61.9M
- Active participants
- 389
- With balances
- 477
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $119,272 |
| Newport Group, Inc. | Participant loan processing, Other fees, Recordkeeping | $65,309 |