AUMdb

Vizo Financial Corporate Credit Union 401(k) Plan

Sponsored by Vizo Financial Corporate Credit Union · EIN 561295697 · Plan #002

Total assets
$40.2M
Net assets
$40.2M
Active participants
151
With balances
174

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $19,573