AUMdb

Visual Marking Systems, Inc. 401(k) Retirement Plan

Sponsored by Visual Marking Systems, Inc. · EIN 341380098 · Plan #001

Total assets
$4.5M
Net assets
$4.5M
Active participants
118
With balances
131

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
Symphony Financial Services, Inc. CRD 125058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $19,852
Symphony Financial Services Inc Investment advisory (plan) $11,615
Usi Advisors Inc Other fees $2,944