Venture Together, Inc. 403(b) Plan
Sponsored by Venture Together, Inc. · EIN 132661988 · Plan #002
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 571
- With balances
- 273
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant communication | $37,027 |
| Morningstar Investment Management | Investment advisory (plan) | $13,023 |