Midwest Vision Partners 401(k) Plan
Sponsored by Midwest Vision Partners Management Holdings, Llc · EIN 834609074 · Plan #001
- Total assets
- $57.8M
- Net assets
- $57.8M
- Active participants
- 1,428
- With balances
- 1,123
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $103,238 |
| Kestra Advisory Services. | Investment advisory (plan), Direct payment from the plan | $77,949 |