Veratis Investment Group

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,289

Total plan assets

$279.2M

Filings (rows)

Direct comp

$215K

Indirect comp

SERVICES PROVIDED

Other service providers3

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Clarkston-Potomac Group, Inc. Clarkston-Potomac Group, Inc. 401(k) Plan & Trust · all filings	DURHAM, NC	Other service providers	334	$107.6M	$60K	$0
Clarkston-Potomac Group, Inc. Clarkston-Potomac Group, Inc. 401(k) Plan & Trust · all filings	DURHAM, NC	Other service providers	378	$91.6M	$64K	$0
Clarkston-Potomac Group, Inc. Clarkston-Potomac Group, Inc. 401(k) Plan & Trust · all filings	DURHAM, NC	Other service providers	405	$73.1M	$62K	$0
BALD Head Island Limited, LLC BALD Head Island Limited, LLC 401(k) Retirement Savings Plan · all filings	SOUTHPORT, NC	Advisor / Consultant	84	$3.6M	$14K	$0
BALD Head Island Limited, LLC BALD Head Island Limited, LLC 401(k) Retirement Savings Plan · all filings	SOUTHPORT, NC	Advisor / Consultant	88	$3.3M	$15K	$0