Verve Retirement Plan
Sponsored by Verve, A Credit Union · EIN 390711674 · Plan #033
- Total assets
- $22.4M
- Net assets
- $22.4M
- Active participants
- 266
- With balances
- 328
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $29,062 |
| Morgan Stanley | Investment advisory (plan) | $21,418 |
| Retirement Strategies Llc | Consulting (general), Participant loan processing, Other services | $7,725 |
| Leafhouse Financial Advisors | Investment advisory (plan) | $5,546 |