AUMdb

Verdantas Llc Retirement Plan

Sponsored by Verdantas Llc · EIN 341549829 · Plan #001

Total assets
$202M
Net assets
$202M
Active participants
1,492
With balances
1,616

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $143,303
Creative Planning Holdco, Llc Recordkeeping, Trustee (institutional), Other services $122,576
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Other services $0