AUMdb

Vistex, Inc. 401(k) Profit Sharing Plan

Sponsored by Vistex, Inc. · EIN 364278759 · Plan #001

Total assets
$49.3M
Net assets
$49.3M
Active participants
358
With balances
404

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
Fiduciary Financial Partners, Llc CRD 156389 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory/Empower Ins Investment management, Recordkeeping fees $88,007
Fiduciary Financial Partners Llc Investment advisory (plan) $44,947
Carnow And Associates, Ltd Contract administrator $40,161