AUMdb

Vsp Ventures Optometric Solutions 401(k) Plan

Sponsored by Vsp Ventures Optometric Solutions Llc · EIN 842383097 · Plan #001

Total assets
$1.9M
Net assets
$1.9M
Active participants
357
With balances
96

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
Creative Planning Institutional Advisors, 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 Contract administrator, Recordkeeping, Participant loan processing $6,617
Sageview Advisory Group, Llc Investment management $35