AUMdb

Visible Changes 401(k) And Profit Sharing Plan

Sponsored by Visible Changes, Inc. · EIN 741940259 · Plan #002

Total assets
$76.5M
Net assets
$76.5M
Active participants
393
With balances
565

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
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $18,941
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Shareholder servicing fees $122