Viega Llc 401(k) Plan
Sponsored by Viega, Llc · EIN 205194438 · Plan #001
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 1,234
- With balances
- 1,512
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $101,280 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $22,727 |
| Ubs Financial Services Inc | Investment advisory (plan) | $21,423 |
| Swindoll, Janzen, Hawk & Loyd, Llc | Accounting | $6,000 |