Versiti 403(b) Retirement Plan
Sponsored by Versiti, Inc. · EIN 454675354 · Plan #003
- Total assets
- $95.5M
- Net assets
- $95.5M
- Active participants
- 387
- With balances
- 579
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Fid Inv Inst Ops Co | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | $45,421 |
| Captrust Financial | Accounting | $27,349 |
| Grantthornton Llp | Investment advisory (plan) | $14,560 |