Vision Hospitality Group 401(k) Plan
Sponsored by Vision Hospitality Group, Inc. · EIN 141912384 · Plan #001
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 956
- With balances
- 150
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Relation Insurance Services | Recordkeeping, Participant loan processing, Recordkeeping fees | $32,545 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $21,679 |
| Principal Life Insurance Co | Contract administrator, Participant loan processing, Direct payment from the plan | $8,041 |
| Raymond James Financial Services In | Investment advisory (plan) | $6,015 |