The Verescence 401 K Plan
Sponsored by Verescence · EIN 232812719 · Plan #001
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 444
- With balances
- 373
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc | Investment advisory (plan) | $40,997 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $10,656 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,377 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $20.3M | 444 | ack 20251014124604NAL0003969984001 |
| 01/01/2021 | $17.4M | 369 | ack 20250221152701NAL0004991779001 |