Vertical Bridge Management Llc 401(k) Plan
Sponsored by Vertical Bridge Management Llc · EIN 352495267 · Plan #001
- Total assets
- $29.2M
- Net assets
- $29.2M
- Active participants
- 331
- With balances
- 287
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $2,288 |