Visionpoint Eye Center Profit Sharing Plan
Sponsored by Visionpoint Eye Center, Pllc · EIN 831485877 · Plan #001
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 139
- With balances
- 171
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 |
|---|---|---|
| David Vaughan Investments, Llc CRD 105990 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| David Vaughn Investments, Llc | Investment advisory (plan) | $63,226 |
| Alliance Pension Consultants, Llc | Recordkeeping | $25,845 |
| Charles Schwab & Co., Inc. | Recordkeeping, Custodial (securities), Securities brokerage | $31 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities) | $0 |