AUMdb

Verisys Corporation 401(k) Plan

Sponsored by Verisys Corporation · EIN 541651292 · Plan #001

Total assets
$26.0M
Net assets
$26.0M
Active participants
537
With balances
579

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
Kathmere Capital Management, Llc CRD 305118 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Other commissions, Other fees, Recordkeeping fees $61,274
Kathmere Capital Management Investment advisory (plan), Direct payment from the plan $48,481