Visioneering, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Visioneering, Inc. · EIN 381422306 · Plan #002
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 273
- With balances
- 193
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $26,112 |
| Morgan Stanley Smith Barney | Recordkeeping, Trustee (institutional), Other services | $17,238 |
| Mrpr Group, P.C. | Recordkeeping, Consulting (pension), Direct payment from the plan | $8,300 |
| Adp Broker Dealer | Other services, Other fees, Distribution (12b-1) fees | $0 |