Baptist Ventures, Inc. 401(k) Plan
Sponsored by Baptist Ventures Inc. · EIN 630837260 · Plan #003
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 112
- With balances
- 220
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Investment management, Participant loan processing | $9,734 |
| Variable Annuity Life Insurance Co. | Investment management, Legal, Securities brokerage | $0 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |