Virtex Enterprises 401(k) Plan
Sponsored by Virtex Enterprises Lp · EIN 208728981 · Plan #001
- Total assets
- $26.4M
- Net assets
- $26.4M
- Active participants
- 576
- With balances
- 496
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 |
|---|---|---|
| Navigate 401 K, Llc CRD 309466 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Navigate 401 K Llc | Investment advisory (plan) | $58,016 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $57,573 |
| Nova 401(k) Associates Lp | Recordkeeping, Participant loan processing, Recordkeeping fees | $12,865 |