Vision33 401 K Plan
Sponsored by Vision33, Inc. · EIN 980417630 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 100
- With balances
- 123
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $40,858 |
| Haskell & White Llp | Accounting | $15,100 |