AUMdb

Visionet Systems Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Visionet Systems Inc · EIN 222921566 · Plan #001

Total assets
$21.7M
Net assets
$21.7M
Active participants
264
With balances
314

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Equitable Advisors, Llc CRD 6627 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Equitable Advisors, Llc Investment advisory (participants) $71,121
Paychex, Inc. Recordkeeping $35,735