Peterson Brothers Retirement Plan
Sponsored by Vert Markets Llc · EIN 820548255 · Plan #001
- Total assets
- $45.7M
- Net assets
- $45.7M
- Active participants
- 104
- With balances
- 136
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 |
|---|---|---|
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 96% | 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 |
|---|---|---|
| Wells Fargo Advisors Fin Network Ll | Investment advisory (plan) | $45,000 |
| Schaffner, Knight, Minnaugh& Compan | Accounting | $14,900 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $13,281 |
| M2 B Retirement Consulting Llc | Contract administrator | $6,887 |
| Empower Advisory Group, Llc | Investment management | $2,431 |