AUMdb

Veit 401(k) Plan

Sponsored by Veit & Company, Inc. · EIN 410840260 · Plan #003

Total assets
$73.3M
Net assets
$73.3M
Active participants
844
With balances
941

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $106,973
Mma Securities Llc Investment advisory (plan) $50,000
Empower Financial Services, Inc. Other investment fees and expenses $20
Empower Financial Services, Inc. Shareholder servicing fees $0