Salina Vortex Employees' Retirement Plan
Sponsored by Salina Vortex Corp. · EIN 480864772 · Plan #001
- Total assets
- $26.1M
- Net assets
- $26.1M
- Active participants
- 404
- With balances
- 469
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 |
|---|---|---|
| Moneta Group Investment Advisors, Llc CRD 104727 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $59,175 |
| Moneta Grp. Investment Advisors Llc | Investment management, Investment management fees (direct) | $38,528 |
| Newport Trust Company | Trustee (institutional) | $8,645 |