AUMdb

Veriforce 401(k) Plan

Sponsored by Veriforce, Llc · EIN 850478014 · Plan #002

Total assets
$16.2M
Net assets
$16.2M
Active participants
256
With balances
280

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Cerity Partners Retirement Plan Advisors Llc CRD 164198 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $33,479
Empower Advisory Group, Llc Investment management $21,409
Nova 401 K Associates Contract administrator $10,453
Cerity Partners Retirement Plan Ad Investment advisory (plan) $6,250
Hogantaylor Llp Accounting $5,000