Visioncorps Tax Shelter Annuity Plan
Sponsored by Visioncorps · EIN 231352349 · Plan #002
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 202
- With balances
- 237
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $52,700 |
| Dunbar Bender & Zapf Inc. | Contract administrator | $6,345 |
| Janney Montgomery Scott Llc | Other commissions | $0 |