AUMdb

Vision Retirement Plan

Sponsored by Centraarchy Restaurant Management Corp · EIN 581535544 · Plan #001

Total assets
$13.1M
Net assets
$13.1M
Active participants
620
With balances
464

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

Service providers

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

Provider Services Direct comp
Jp Morgan Securities Llc Investment advisory (plan) $31,963
Empower Annuity Ins Co Of America Recordkeeping fees $17,281
Futureplan By Ascensus Contract administrator $7,723
Empower Advisory Group, Llc Investment management $2,763
Ascensus Inc Other fees $0