AUMdb

Visionary Eye Care Partners 401(k) Plan

Sponsored by Visionary Eye Care Partners · EIN 320561575 · Plan #001

Total assets
$38.2M
Net assets
$38.2M
Active participants
866
With balances
591

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
Kathmere Capital Management, Llc CRD 305118 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Kathmere Capital Management Llc Investment advisory (plan) $6,872
Empower Annuity Insurance Company O Recordkeeping fees $0