Verbio North America Corporation 401 K Profit Sharing Plan
Sponsored by Verbio North America Llc · EIN 824412116 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 209
- With balances
- 277
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $26,771 |
| Global Retirement Partners Llc | Investment advisory (plan) | $22,332 |
| Futureplan Fiduciary Services Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $10,840 |