Viaquest, Inc. 401(k) Profit Sharing Plan
Sponsored by Viaquest, Inc. · EIN 311682039 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 2,908
- With balances
- 498
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide Insurance | Investment management, Shareholder servicing fees | $22,480 |
| Nationwide | Investment management, Shareholder servicing fees | $4,826 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $1,761 |
| Morgan Stanley Smith Barney Ll | Investment advisory (participants), Shareholder servicing fees | $0 |
| Morgan Stanley Smith Barney Llc | Investment management, Shareholder servicing fees | $0 |