Pavir Retirement Plan
Sponsored by Palo Alto Veterans Institute For Research · EIN 770207331 · Plan #001
- Total assets
- $40.2M
- Net assets
- $40.2M
- Active participants
- 181
- With balances
- 412
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 |
|---|---|---|
| Vita Planning Group Llc CRD 312323 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vita Planning Group Llc | Investment advisory (plan), Consulting fees | $48,829 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $39,731 |