Verus Advisory, Inc. 401(k) Plan

The Verus Advisory, Inc. 401(k) on its latest Form 5500

Verus Advisory, Inc. (EIN 91-1320111) reports VERUS ADVISORY, INC. RETIREMENT & SAVINGS PLAN on its most recent Form 5500, with $37.1M in plan assets across 94 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Verus Advisory, Inc. filing — schedules, fees, and providers.

Who runs the Verus Advisory, Inc. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Verus Advisory, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO.

How to check your Verus Advisory, Inc. 401(k)

• Log in to Schwab’s participant portal (the site on your statements).
• Ask Verus Advisory, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).