AUMdb

Verisma Systems, Inc. 401(k) Plan

Sponsored by Verisma Systems, Inc. · EIN 030438772 · Plan #001

Total assets
$9.4M
Net assets
$9.4M
Active participants
1,437
With balances
1,205

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
Valley Forge Investment Consultants, Inc. CRD 123898 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $141,560
Valley Forge Investment Consultants Investment advisory (plan), Other fees $0