Visionary Integration Professionals, Llc 401(k) Profit Sharing Plan
Sponsored by Visionary Integration Professionals, Llc · EIN 202969301 · Plan #001
- Total assets
- $35.4M
- Net assets
- $35.4M
- Active participants
- 126
- With balances
- 314
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $51,591 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $33,300 |
| Mann Urrutia Nelson Cpa & Associate | Other fees | $12,450 |