Recurrent Ventures Inc. 401(k) Plan
Sponsored by Recurrent Ventures Inc. · EIN 863269903 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 185
- With balances
- 232
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $20,773 |
| Creative Planning Holdco Llc Dba | Investment advisory (plan) | $18,148 |