New Vision Home Care Services, Llc Retirement Plan And Trust
Sponsored by New Vision Home Care Services, Llc · EIN 452460065 · Plan #001
- Total assets
- $82.3K
- Net assets
- $61.3K
- Active participants
- 61
- With balances
- 61
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Quint Capital Corporation CRD 26586 | deterministic · 100% | 2024 |
| Cornerstone Investment Partners, Llc CRD 111753 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gelman Pension Consulting, Inc. | Recordkeeping, Consulting (pension) | $11,705 |
| Nationwide Life Insurance Company | Trustee (institutional), Investment advisory (participants) | $1,486 |
| Iron Financial Flex Adv Foundations | Investment advisory (participants), Investment advisory (plan) | $50 |
| Quint Capital Corporation | Investment advisory (participants), Investment advisory (plan) | $0 |
| Cornerstone Investments | Investment advisory (participants), Investment advisory (plan) | $0 |