AUMdb

Vevo 401(k) Plan

Sponsored by Vevo Llc · EIN 900459202 · Plan #001

Total assets
$34.3M
Net assets
$34.3M
Active participants
264
With balances
388

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
Aurora Private Wealth, Inc. CRD 281604 deterministic · 100% 2024
Alera Investment Advisors, Llc CRD 287906 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $80,681
Associated Pension Consultants Contract administrator, Direct payment from the plan, Other services $3,840
Aurora Private Wealth, Inc. Investment advisory (plan), Other fees $0
Alera Investment Advisors, Llc Investment advisory (plan), Other fees $0