AUMdb

Venerable 401 K Savings Plan

Sponsored by Venerable Holdings, Inc. · EIN 824345930 · Plan #001

Total assets
$87.7M
Net assets
$87.7M
Active participants
434
With balances
500

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Insurance & Annuity Investment advisory (plan), Recordkeeping fees $3,950
Morningstar Investment advisory (plan) $0