American Optical Corporation Retirement Plan
Sponsored by Vista Capital Llc · EIN 510529512 · Plan #004
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Sun Life Capital Management (U.S.) Llc CRD 109684 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group | Actuarial, Recordkeeping, Consulting (pension) | $202,499 |
| Fiducient Advisors Llc | Investment advisory (plan), Direct payment from the plan | $30,777 |
| Sun Life Capital Management | Investment management | $24,908 |
| Clifton Larson Allen Llp | Accounting | $14,175 |
| Principal Custody Solutions | Trustee (directed), Direct payment from the plan | $12,506 |