The Visual Pak Companies 401(k) Plan
Sponsored by Visual Pak Company · EIN 363342302 · Plan #001
- Total assets
- $24.7M
- Net assets
- $24.7M
- Active participants
- 381
- With balances
- 341
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $87,651 |
| Kestra Advisory Services, Llc | Investment advisory (plan), Consulting fees | $21,959 |