AUMdb

Veracross Llc 401(k) Plan

Sponsored by Veracross Llc · EIN 461589717 · Plan #001

Total assets
$13.8M
Net assets
$13.8M
Active participants
212
With balances
211

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
Sentinel Pension Advisors, Llc CRD 109901 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sentinel Benefits Group, Llc Recordkeeping, Direct payment from the plan $20,869
Sentinel Pension Advisors Investment advisory (plan), Investment management fees (direct) $15,000