Sponsor portfolio
VERISTA PARTNERS INC DBA WINTERBERRY GROUP
EIN 84-2064073Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$6.0M assets
Welfare
0
Participants
38
42 BROADWAY SUITE 2030 - NEW YORK, NY 10004212-842-6000
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WINTERBERRY GROUP 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $6.0M | 38 | 2025 |
Retirement plans