Vesta Corporation 401(k) Profit Sharing Plan
Sponsored by Vesta Corporation · EIN 061512511 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 248
- With balances
- 236
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $25,202 |
| Cetera Advisor Networks Llc | Investment advisory (plan) | $15,111 |
| Strategic Advisors, Inc | Investment advisory (plan) | $4,938 |
| Strategic Advisors, Inc. | Investment advisory (participants) | $4,038 |