401k Record

Providers › Verus

Verus

Plans listing this provider

22

0.04% of the 56,420 plans with Schedule H financials; 21 in 2023

Assets of those plans

$7,328,546,890

0.09% of all Schedule H plan assets

Plans where it is the recordkeeper

0

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$1,047,972

100% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
27Investment advisory (plan)18
50Direct payment from the plan14
17Consulting (pension)5
16Consulting (general)4
51Investment management fees paid directly by plan2

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Hanford Operations and Engineering Investment PlanHanford Pension and Savings Plans Committee $1,306,255,3495,512$73,836
Hanford Contractors Multi-employer Savings Plan for Hamtc Represented EmployeesHanford Pension and Savings Plans Committee $710,309,0183,883$50,168
Confluence Health 401(k) PlanConfluence Health $697,113,4124,574$43,333
Western Washington U.A. Supplemental Pension PlanBoard of Trustees of the Western WA U.A. Supplemental Pension Plan $661,120,4776,354$52,500
401(k) Profit Sharing Plan for Employees of Moss Adams LLP & AffiliatesMoss Adams $633,512,6465,991$42,047
Puget Sound Electrical Workers 401(k) Savings PlanBoard of Trustees Puget Sound Electrical Workers 401(k) Savings Plan $622,308,8258,061$27,083
Moss Adams LLP Profit Sharing 401(k) Plan-partners and PrincipalsMoss Adams $480,515,654489$42,047
Arizona Pipe Trades Defined Contribution Pension PlanBoard of Trustees Arizona Pipe Trades DC Pension Plan $461,206,0859,484$172,396
Retirement Plan of the IBEW Local 76 Retirement TrustBoard of Trustees Retirement Plan of the IBEW $253,879,4702,582$53,500
United Association Union Local No. 290 Plumber, Steamfitter and Shipfitter Industry 401(k) PlanBoard of Trustees U.A. Union Local No. 290 Plumber $235,617,4183,115$39,345
Westfield, LLC 401(k) PlanWestfield $230,232,5151,096$64,167
Uchealth 403(b) PlanUniversity of Colorado Health $208,940,3138,782$26,250
401(k) Savings Plan for Employees of Seattle Times Company and SubsidiariesSeattle Times $155,075,737893$45,750
U.A. Local No. 447 Defined Contribution Plan and TrustBoard of Trustees U.A. Local No. 447 Defined $123,107,6500$22,000
U.A. Locals No. 375 and 367 Supplemental TrustBoard of Trustees U.A. Locals 375/367 Supplemental Pension Trust $102,422,2702,295$25,000
Sheet Metal Workers' Local 88 401(k) PlanBoard of Trustees $80,121,4342,001$58,300
Inlandboatmen's Union of the Pacific National 401(k) PlanBoard of Trustees IBU of the Pacific National Pension $68,863,913612$40,000
Western States 401(k) Retirement Fund of the OpeiuWestern States 401(k) Retirement Fund of the Opeiu Board of Trustees $68,624,5751,505$58,250
U. A. Local NOS. 343 & 355 Defined Contribution PlanBoard of Trustees of U.A. Local 343 Pension Trust Fund $68,587,2601,446$27,500
IND Acct Plan for the Oregon Sheet Metal WorkersBOT - Oregon Sheet Metal Workers Master Retirement Trust $62,705,9951,393$17,000
Solano/napa Counties Electrical Workers Profit Sharing PlanBoard of Trustees of Solano/napa Counties Electrical Workers Profit $50,923,452824$22,500
Utah Laborers Annuity PlanBoard of Trustees Utah Laborers Annuity Trust Fund $47,103,4221,885$45,000

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.