Vision Bank Savings Incentive Plan
Sponsored by Vision Bank · EIN 730120518 · Plan #003
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 239
- With balances
- 394
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliant Insurance Services | Investment advisory (plan) | $44,431 |
| Empower Annuity Ins Co Of America | Other fees | $40,649 |
| Empower Advisory Group | Investment management | $15,503 |
| Employee Benefits Group, Llc | Contract administrator | $12,694 |