Visions Federal Credit Union 401(k) Plan
Sponsored by Visions Federal Credit Union · EIN 160920502 · Plan #033
- Total assets
- $70.6M
- Net assets
- $70.6M
- Active participants
- 818
- With balances
- 961
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $14,885 |
| Empower Advisory Group, Llc | Investment management | $6,340 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $211 |