Vail Versay 401(k) Plan
Sponsored by Vail Systems, Inc. · EIN 363806321 · Plan #001
- Total assets
- $43.1M
- Net assets
- $43.1M
- Active participants
- 260
- With balances
- 301
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 |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 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 Annuity Insurance Company O | Recordkeeping fees | $47,876 |
| Cerity Partners Retirement Plan Adv | Investment advisory (plan) | $24,837 |
| Empower Advisory Group, Llc | Investment management | $7,139 |
| Empower Financial Services, Inc. | Securities brokerage | $100 |
| Empower Financial Services, Inc. | Securities brokerage | $25 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $10 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |
| Empower Financial Services, Inc. | Distribution (12b-1) fees | $0 |