Aeg Vision 401(k) Plan
Sponsored by Acuity Eyecare Holdings, Llc · EIN 352582309 · Plan #001
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 4,353
- With balances
- 2,999
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $209,599 |
| Creative Planning Llc | Investment advisory (plan) | $111,155 |
| Baker Tilly Us, Llp | Accounting | $20,425 |