Ventura Transfer Company 401(k)plan
Sponsored by Ventura Transfer Company · EIN 951332580 · Plan #002
- Total assets
- $12.8M
- Net assets
- $12.8M
- Active participants
- 80
- With balances
- 132
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group | Investment advisory (plan) | $30,237 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $20,242 |
| Empower Advisory Group | Investment management | $4,286 |
| Truog Ryding Company, Inc. | Contract administrator | $1,225 |