Verista, Inc. 401(k) Plan
Sponsored by Verista, Inc. · EIN 843891514 · Plan #001
- Total assets
- $39.2M
- Net assets
- $39.2M
- Active participants
- 347
- With balances
- 599
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $54,186 |
| Shepherd Financial Investment Advis | Investment advisory (plan) | $49,270 |
| Empower Advisory Group, Llc | Investment management | $14,192 |