Svs Vision, Inc. Union Employees 401 K Profit Sharing Plan
Sponsored by Svs Vision, Inc. · EIN 383353735 · Plan #003
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 232
- With balances
- 121
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 |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Srvcs | Recordkeeping, Participant loan processing, Float revenue | $10,677 |
| M Holdings Securities, Inc | Investment advisory (plan) | $6,182 |