AUMdb

Vista Care Employees 401(k) Plan

Sponsored by Vista Care Wisconsin, Inc. · EIN 391833091 · Plan #001

Total assets
$4.3M
Net assets
$4.3M
Active participants
792
With balances
185

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
Park Capital Management, Llc CRD 158965 fuzzy_auto · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees $21,155
Park Capital Managment Llc Investment advisory (plan) $14,442
Empower Advisory Group, Llc Investment management $4,475
Definiti Llc Contract administrator $3,950