Venture Together, Inc. Retirement Plan
Sponsored by Venture Together, Inc. · EIN 132661988 · Plan #001
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 410
- With balances
- 400
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant communication | $19,019 |
| Morningstar Investment Management | Investment advisory (plan) | $6,520 |