AUMdb

Ventra Evart Union #2270 401(k) Plan

Sponsored by Ventra Evart Llc · EIN 208503438 · Plan #001

Total assets
$11.6M
Net assets
$11.6M
Active participants
496
With balances
504

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Newport Group, Inc. Plan administrator, Recordkeeping $15,496
Pnc Institutional Asset Management Investment advisory (plan), Investment management fees (direct) $8,778