Sola Optical Pension Plan
Sponsored by Carl Zeiss Vision, Inc. · EIN 943189941 · Plan #001
- Total assets
- $37.8M
- Net assets
- $37.8M
- Active participants
- 27
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Destination Wealth Management CRD 110365 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Destination Wealth Management | Investment advisory (plan), Direct payment from the plan | $129,159 |