AUMdb

Visionworks Of America, Inc. 401(k) Savings Plan

Sponsored by Visionworks Of America, Inc. · EIN 251801124 · Plan #001

Total assets
$160M
Net assets
$159M
Active participants
11,301
With balances
2,699

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 $179,412
Sageview Advisory Group, Llc Investment management $2,516