AUMdb

Vis Llc 401(k) Savings Plan

Sponsored by Vis, Llc · EIN 201871963 · Plan #001

Total assets
$12.1M
Net assets
$12.1M
Active participants
172
With balances
217

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $30,451
Capfinancial Partners, Llc Recordkeeping, Trustee (institutional), Other services $27,869
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0