Veratis Advisors, Inc. at 1400 Crescent Grn STE 110, Cary, Nc 27518 lists Stephen D Simpson of Apex, NC and Jason Carter of Wake Forest, NC as the associates.
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Simpson, Stephen D.
Registered Agent
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1400 CRESCENT GRN STE 110, CARY, NC 27518
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Stephen D Simpson
President
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4025 CHAUMONT DR, APEX, NC 27539
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Jason Carter
Vice President
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850 WALL RD, WAKE FOREST, NC 27587
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1400 CRESCENT GRN STE 110, CARY, NC 27518
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameVERATIS 401K PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$1,401,637 / $1,894,418 | 2023 | VERATIS 401K PLAN - Plan #001 | 10 / 11 | $1,401,637 / $1,894,418 |
| 2022 | Plan NameVERATIS 401K PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,570,228 / $1,401,637 | 2022 | VERATIS 401K PLAN - Plan #001 | 10 / 10 | $1,570,228 / $1,401,637 |
| 2021 | Plan NameVERATIS 4O1 K PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,255,056 / $1,570,228 | 2021 | VERATIS 4O1 K PLAN - Plan #001 | 9 / 9 | $1,255,056 / $1,570,228 |
| 2020 | Plan NameVERATIS 4O1 K PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$965,630 / $1,255,056 | 2020 | VERATIS 4O1 K PLAN - Plan #001 | 9 / 9 | $965,630 / $1,255,056 |
| 2019 | Plan NameVERATIS 4O1 K PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$696,954 / $965,630 | 2019 | VERATIS 4O1 K PLAN - Plan #001 | 9 / 9 | $696,954 / $965,630 |
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor