AUMdb

Vtc 401(k) Plan

Sponsored by Verita Telecommunications Corporation · EIN 464239538 · Plan #001

Total assets
$8.4M
Net assets
$8.4M
Active participants
423
With balances
202

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
M Holdings Securities, Inc. CRD 43285 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $71,552
M Holdings Securities Investment advisory (plan), Other fees $0