Verrex 401(k) Savings/Retirement Plan & Trust
Sponsored by Verrex Llc · EIN 813115361 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 91
- With balances
- 136
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Royal Alliance Associates, Inc. | Recordkeeping, Trustee (institutional), Other services | $22,448 |
| Woodbury Financial Services Inc. | Recordkeeping, Trustee (institutional), Other services | $6,833 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $2,654 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Other services | $0 |