A Verdi Cos Llc 401(k) Profit Sharing Plan Trust
Sponsored by A Verdi Cos Llc · EIN 030401850 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 109
- 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).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $12,709 |
| Commonwealth Equity Services Llc | Investment advisory (plan) | $11,627 |
| Leafhouse Financial Advisors, Llc | Other fees | $465 |
| Empower Advisory Group, Llc | Investment management | $259 |