Keplr Vision 401(k) Plan
Sponsored by Imperial Optical Midco Inc. · EIN 824641344 · Plan #001
- Total assets
- $83.0M
- Net assets
- $83.0M
- Active participants
- 2,840
- With balances
- 1,654
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 |
|---|---|---|
| Pca Investment Advisory Services, Inc. CRD 123475 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pension Corporation Of America | Contract administrator, Recordkeeping, Investment advisory (plan) | $327,820 |
| Pca Investment Advisory Services | Investment advisory (plan), Investment management, Direct payment from the plan | $93,472 |
| Charles Schwab Trust Bank | Trustee (directed), Direct payment from the plan, Investment management fees (indirect) | $0 |