Ventra Sandusky Union #1216 401(k) Plan
Sponsored by Ventra Sandusky, Llc · EIN 208608744 · Plan #001
- Total assets
- $46.9M
- Net assets
- $46.9M
- Active participants
- 1,084
- With balances
- 1,961
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 |
|---|---|---|
| Pacific Northwest Asset Management, Llc CRD 172429 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Investment advisory (plan) | $52,429 |
| Pnc Asset Management | Investment advisory (participants), Investment advisory (plan) | $31,914 |
| Newport Trust Company | Trustee (individual), Trustee (institutional), Trustee (discretionary) | $13,204 |