V Soft Consulting Group Retirement Plan
Sponsored by V Soft Consulting Group · EIN 760532643 · Plan #001
- Total assets
- $37.0M
- Net assets
- $37.0M
- Active participants
- 536
- With balances
- 856
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 |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $140,737 |
| Creative Retirement Systems, Inc. | Contract administrator | $44,114 |
| Cerity Partners Retirement | Investment advisory (plan) | $42,811 |
| Agri Investment Services, Llc | Other fees | $7,891 |