Vision H.R. Retirement Savings Plan
Sponsored by Vision Hr Ii, Inc · EIN 593507322 · Plan #333
- Total assets
- $27.1M
- Net assets
- $27.1M
- Active participants
- 547
- With balances
- 345
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 |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $105,848 |
| Bks Financial Investments Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $68,786 |
| Martin & Associates Pl | Accounting, Direct payment from the plan | $13,200 |
| Charles Schwab Bank | Custodial (securities), Securities brokerage, Participant loan processing | $6,240 |