Vee Pak, Llc 401 (K) Plan
Sponsored by Vee Pak, Llc · EIN 815395969 · Plan #001
- Total assets
- $77.1M
- Net assets
- $1
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2020 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Serenity Investment Advisors Llc CRD 307924 | fuzzy_auto · 99% | 2020 |
| Kingsview Wealth Management, Llc CRD 148107 | fuzzy_auto · 95% | 2020 |
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 | $41,097 |
| Serenity Investment Advisors L | Investment management, Direct payment from the plan | $27,500 |
| Kingsview Asset Management Llc | Investment management, Direct payment from the plan | $27,500 |