Visionquest National, Ltd. Ee 401(k) Plan
Sponsored by Visonquest National, Ltd. · EIN 860278038 · Plan #001
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 639
- With balances
- 788
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $82,665 |
| Commonwealth Equity Services, Inc. | Investment advisory (plan) | $27,378 |
| Cliftonlarsonallen Llp | Accounting | $22,050 |