Vizance, Inc. 401(k) Profit Sharing Plan
Sponsored by Vizance, Inc. · EIN 391309381 · Plan #001
- Total assets
- $20.6M
- Net assets
- $20.6M
- Active participants
- 277
- With balances
- 285
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $72,196 |
| World Investment Advisors, Llc | Investment advisory (plan) | $9,936 |
| Cota Street Investment Management | Investment management | $8,911 |
| Blue Chip Retirement Plans Inc. | Contract administrator | $2,100 |
| Osaic Wealth | Other commissions | $0 |
| Woodbury Financial Services Inc | Other commissions | $0 |