Vsp Retirement Plan
Sponsored by Vision Service Plan · EIN 941632821 · Plan #001
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 5,853
- With balances
- 7,383
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Participant loan processing, Contract administrator | $511,315 |
| Sageview Advisory Group Llc | Investment advisory (plan), Investment management | $195,963 |
| Prudential Investment Management Se | Distribution (12b-1) fees, Securities brokerage commissions | $2,358 |
| Empower Financial Services, Inc. | Other investment fees and expenses, Participant communication, Shareholder servicing fees | $899 |