American Vision Group Llc 401(k) Profit Sharing Plan & Trust
Sponsored by American Vision Group Llc · EIN 832136533 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 199
- With balances
- 212
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 |
|---|---|---|
| Financial Designs Wealth Management Llc CRD 314520 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Financial Designs Wealth Management | Investment management, Shareholder servicing fees | $14,728 |
| Nationwide | Recordkeeping, Investment advisory (participants) | $6,956 |
| Nationwide | Recordkeeping, Investment advisory (participants) | $6,235 |