AUMdb

Vision Point Systems Retirement Plan

Sponsored by Vision Point Systems, Inc. · EIN 300121317 · Plan #001

Total assets
$12.3M
Net assets
$12.3M
Active participants
152
With balances
211

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
John Hancock Life Insurance Company Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees $1,320
Merrill Lynch Eps Investment advisory (participants) $0
Merrill Lynch Fas Investment advisory (participants) $0