Varney Agency Retirement Savings Plan
Sponsored by Varney Agency, Inc · EIN 010379093 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 152
- With balances
- 133
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 |
|---|---|---|
| Sagepoint Financial | Investment management, Investment management fees (direct) | $32,443 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Participant loan processing | $20,117 |