AUMdb

Volver Investment Partners, Llc 401 K

Sponsored by Volver Investment Partners, Llc · EIN 464646515 · Plan #001

Total assets
$2.8M
Net assets
$2.8M
Active participants
95
With balances
152

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
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $14,553
Cetera Advisor Networks Investment advisory (plan), Direct payment from the plan $11,132