Versant Power 401(k) Plan
Sponsored by Versant Power · EIN 010024370 · Plan #004
- Total assets
- $99.3M
- Net assets
- $99.3M
- Active participants
- 555
- With balances
- 640
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Investments Llc | Consulting (general), Insurance services, Insurance brokerage commissions | $136,400 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $44,216 |
| Empower Advisory Group, Llc | Investment management | $10,762 |
| Charles Schwab & Co., Inc | Investment advisory (participants), Securities brokerage commissions, Direct payment from the plan | $360 |