AUMdb

Visiquate Inc. Retirement Trust

Sponsored by Visiquate Inc. · EIN 270836945 · Plan #001

Total assets
$12.1M
Net assets
$12.1M
Active participants
74
With balances
98

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
Morningstar, Inc. Consulting (pension), Investment advisory (plan), Direct payment from the plan $25,888
Decimal, Inc. Plan administrator, Recordkeeping, Direct payment from the plan $10,779