AUMdb

Verbal Behavior Associates 401(k) Plan

Sponsored by Verbal Behavior Associates · EIN 464417379 · Plan #002

Total assets
$1.7M
Net assets
$1.7M
Active participants
268
With balances
264

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pension Professionals, Llc Contract administrator $14,196
Empower Annuity Insurance Company Recordkeeping fees $8,310
Northwestern Mutual Wealth Mgmt Co Investment advisory (plan) $7,365
Empower Advisory Group, Llc Investment management $67