Vision 401(k) Plan
Sponsored by 401(k) Administration Management Program, Inc. · EIN 854019239 · Plan #003
- Total assets
- $67.4M
- Net assets
- $67.4M
- Active participants
- 1,650
- With balances
- 836
Plan year beginning 01/01/2024 · Pooled employer plan
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment advisory (plan), Investment management, Other fees | $187,904 |
| 401 K Admin Management Program, Inc | Contract administrator | $123,259 |
| Empower Annuity Insurance Company | Recordkeeping fees | $121,372 |