Verified Credentials, Llc 401(k) Safe Harbor Plan
Sponsored by Verified Credentials, Llc · EIN 411505620 · Plan #001
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 227
- With balances
- 207
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 |
|---|---|---|
| Wacker & Associates, Inc. CRD 159879 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wacker & Associates, Inc. | Investment advisory (participants), Investment advisory (plan), Redemption fees | $71,515 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $22,511 |