Viessman Group Employees 401(k) And Profit Sharing Plan
Sponsored by Cliff Viessman, Inc. · EIN 920178875 · Plan #002
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 384
- With balances
- 516
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Definiti, Llc | Contract administrator, Recordkeeping | $49,973 |
| Edward Jones | Investment advisory (plan) | $34,093 |
| Lawrence Cumpston & Associates | Accounting | $13,200 |