AUMdb

Atlantic Vision Partners Llc Retirement Plan

Sponsored by Atlantic Vision Partners Llc · EIN 833403293 · Plan #001

Total assets
$10.5M
Net assets
$10.5M
Active participants
477
With balances
212

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
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $16,606