Varney, Inc. 401(k) & Profit Sharing Plan
Sponsored by Varney, Inc. · EIN 540791615 · Plan #002
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 175
- With balances
- 196
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 |
|---|---|---|
| Eagle Strategies Llc CRD 110826 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $25,588 |
| Eagle Strategies | Investment advisory (plan) | $12,500 |