Varidesk, Llc 401(k) Plan
Sponsored by Varidesk, Llc · EIN 471148201 · Plan #001
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 186
- With balances
- 325
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | 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 | $60,556 |
| Creative Planning, Llc | Investment advisory (plan), Direct payment from the plan | $19,995 |
| Creative Planning, Llc | Investment advisory (participants), Consulting fees | $0 |