AUMdb

Venezia Transport Service, Inc. Savings And Protection Plan

Sponsored by Venezia Transport Services, Inc. · EIN 232364297 · Plan #001

Total assets
$23.1M
Net assets
$23.1M
Active participants
837
With balances
1,057

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $69,407
Wells Fargo Clearing Services Llc Investment advisory (plan) $20,407