Applied Visions, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Applied Visions, Inc. · EIN 112892034 · Plan #001
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 75
- With balances
- 129
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 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D. Jones & Co L.P. | Investment advisory (participants) | $30,674 |
| John Hancock Life Insurance Of Ny | Recordkeeping, Investment management, Shareholder servicing fees | $3,045 |
| Wilshire Associates Inc Ny | Investment advisory (participants) | $2,454 |
| Citrin Cooperman & Company Llp | Accounting | $0 |