Visio Financial Services, Inc. 401(k) Retirement Plan
Sponsored by Visio Financial Services, Inc. · EIN 371739594 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 186
- With balances
- 190
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 (participants), Investment advisory (plan) | $30,405 |
| Alerus Financial, N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $24,368 |