Virgin Pulse, Inc. 401(k) Plan
Sponsored by Virgin Pulse, Inc. · EIN 202547480 · Plan #001
- Total assets
- $156M
- Net assets
- $156M
- Active participants
- 2,337
- With balances
- 2,799
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $184,869 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $71,046 |
| Benefit Solutions Etc, Ltd. | Contract administrator | $65,417 |
| Ubs Financial Services | Investment advisory (plan) | $50,032 |
| Empower Advisory Group, Llc | Investment management | $47,482 |
| Principal Financial Group | Other fees | $18,016 |