Verigon, Llc 401(k) Plan
Sponsored by Verigon, Llc · EIN 274273763 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 302
- With balances
- 315
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $24,099 |
| Cambridge Investment Research Inc. | Investment advisory (plan) | $20,266 |
| Legacy Pensioneers Llc | Contract administrator | $7,510 |
| Legacy Pensioneers Llc | Contract administrator | $0 |
| Pension Strategies, Llc | Contract administrator | $0 |