Via Mobility Services 403(b) Plan
Sponsored by Via Mobility Services · EIN 840777296 · Plan #002
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 267
- With balances
- 191
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan), Direct payment from the plan | $14,501 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $11,384 |