AUMdb

Ventra Ionia Union #436 401(k) Plan

Sponsored by Ventra Ionia Llc · EIN 270385504 · Plan #001

Total assets
$28.2M
Net assets
$28.2M
Active participants
981
With balances
1,953

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Newport Group, Inc. Recordkeeping, Investment advisory (plan) $35,225
Pnc Institutional Asset Management Investment advisory (participants), Investment advisory (plan) $19,541
Newport Trust Company Trustee (individual), Trustee (institutional) $7,771