Visual Lease, Llc 401(k) Plan
Sponsored by Visual Lease, Llc · EIN 223468118 · Plan #001
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 7
- With balances
- 212
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 |
|---|---|---|
| Ubs Financial Services, Inc. | Recordkeeping, Consulting (pension), Direct payment from the plan | $37,900 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $6,620 |
| Adp Broker Dealer | Other services, Other fees, Distribution (12b-1) fees | $0 |
| Mesirow Financial Investment Manage | Participant loan processing, Direct payment from the plan | $0 |