Vira Insight, Llc 401(k) Plan
Sponsored by Vira Insight, Llc · EIN 954564717 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 201
- With balances
- 167
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 |
|---|---|---|
| Beacon Pointe Advisors, Llc CRD 119290 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | 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 | $38,691 |
| Beacon Pointe Advisors, Llc. | Investment advisory (plan), Direct payment from the plan | $28,510 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |