Carl Zeiss Vision Inc. 401(k) Plan
Sponsored by Carl Zeiss Vision Inc. · EIN 943189941 · Plan #012
- Total assets
- $70.0M
- Net assets
- $70.0M
- Active participants
- 783
- With balances
- 649
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $65,814 |
| Sageview Advisory Group | Investment advisory (plan) | $46,000 |