Veritas Funding. Llc Retirement Plan
Sponsored by Veritas Funding, Llc · EIN 861092244 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 138
- With balances
- 691
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (plan) | $21,995 |
| The Vanguard Group, Inc. | Account maintenance fees, Recordkeeping | $20,874 |
| United 401 K Plans, Inc. | Plan administrator | $5,562 |
| Ascensus | Recordkeeping | $0 |