Vision Partners Llc 401(k) Profit Sharing Plan
Sponsored by Vision Partners Llc · EIN 371882078 · Plan #001
- Total assets
- $50.9M
- Net assets
- $50.9M
- Active participants
- 681
- With balances
- 691
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co | Recordkeeping fees | $79,118 |
| Global Retirement Partners Llc | Investment advisory (plan) | $55,857 |
| Actuaries Unlimited Inc. | Contract administrator | $16,200 |
| Empower Financial Services, Inc. | Securities brokerage | $300 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |
| Empower Financial Services, Inc. | Distribution (12b-1) fees | $0 |