Vizion Health 401(k) Plan
Sponsored by Vizion Health Oklahoma, Llc · EIN 475231054 · Plan #001
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 390
- With balances
- 149
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prime Capital Invmt Adv | Investment advisory (participants), Investment advisory (plan), Investment management | $10,184 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $2,396 |