AUMdb

Verizon Savings And Security Plan For West Region Hourly Employees

Sponsored by Verizon Communications Inc. · EIN 232259884 · Plan #105

Total assets
$316M
Net assets
$316M
Active participants
430
With balances
2,448

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
Boston Partners Global Investors, Inc. CRD 124982 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Recordkeeping, Participant loan processing, Participant communication $141,100
Mitchell And Titus Llp Accounting, Direct payment from the plan $59,058
Donnelley Financial Llc Accounting, Consulting (general), Other services $12,436
Verizon Communications Inc. Plan administrator, Investment advisory (plan), Investment management $7,196
Boston Partners Global Invstrs, Inc Investment management, Direct payment from the plan $6,453
Aon Consulting Consulting (general), Direct payment from the plan $5,308