AUMdb

Virtual Incorporated 401(k) Plan

Sponsored by Virtual Incorporated · EIN 043481758 · Plan #001

Total assets
$12.7M
Net assets
$12.7M
Active participants
160
With balances
221

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Gallagher Fiduciary Advisors Llc Investment advisory (plan) $22,080
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $16,854