Visionweb 401 K Plan
Sponsored by Visionweb Holdings Llc · EIN 582611565 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 96
- With balances
- 122
Plan year beginning 01/01/2021 · 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% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (participants), Investment advisory (plan), Investment management | $14,758 |
| Pensionmark Financial Group | Investment advisory (participants) | $7,270 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $634 |
| John Hancock Life Insurance Company | Recordkeeping | $430 |