Venture 401(k) Plan
Sponsored by Vm Services, Inc. · EIN 770459829 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 185
- With balances
- 219
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 |
|---|---|---|
| Cambridge Investments, Llc CRD 174460 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $31,111 |
| Cambridge Investment Group | Investment advisory (plan), Investment management fees (direct) | $17,464 |
| Comyns Smith Mccleary & Deaver Llp | Accounting, Direct payment from the plan | $15,000 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $1,230 |