AUMdb

Signature 4 / Forty Nine Degrees/Visionary Partners Ltd 401(k) Plan

Sponsored by Signature Partners, Inc. · EIN 020573315 · Plan #001

Total assets
$19.2M
Net assets
$19.2M
Active participants
188
With balances
234

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
Prenger & Profitt Llc Contract administrator $4,950
Capital Group Retirement Plan Recordkeeping fees $825