Vonage 401(k) Retirement Plan
Sponsored by Vonage Holdings Corp · EIN 113547680 · Plan #001
- Total assets
- $289M
- Net assets
- $289M
- Active participants
- 1,218
- With balances
- 1,887
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 |
|---|---|---|
| Capital Management Group, Inc. CRD 109898 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Management Group | Consulting (general), Investment advisory (plan) | $81,250 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $62,686 |
| Hightower Advisors Llc | Other fees | $43,750 |
| Withum | Accounting | $30,160 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$238,035 |