Wisconsin Vision Associates, Inc. 401 K Profit Sharing Plan
Sponsored by Wisconsin Vision Associates, Inc. · EIN 391418138 · Plan #001
- Total assets
- $28.1M
- Net assets
- $28.1M
- Active participants
- 344
- With balances
- 321
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 |
|---|---|---|
| Wealth Enhancement Group | Investment advisory (participants), Investment advisory (plan) | $42,004 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $37,213 |
| Newport Trust Company | Custodial (other), Trustee (discretionary) | $8,287 |