AUMdb

Verst Group Logistics Companies 401(k) Retirement Savings Plan

Sponsored by Verst Group Logistics · EIN 311313675 · Plan #001

Total assets
$39.9M
Net assets
$39.9M
Active participants
719
With balances
819

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
Pca Investment Advisory Services, Inc. CRD 123475 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pension Corporation Of America Contract administrator, Participant loan processing, Direct payment from the plan $115,703
Pca Investment Advisory Services Investment advisory (plan), Direct payment from the plan $40,330
Charles Schwab Trust Bank Investment management fees (indirect), Shareholder servicing fees, Float revenue $0