Verbit Group Retirement Savings Plan
Sponsored by Verbit, Inc. · EIN 251519537 · Plan #003
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 409
- With balances
- 465
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities Llc | Investment advisory (plan) | $36,882 |
| Empower Advisory Group, Llc | Investment management | $10,191 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $0 |