AUMdb

Svs Vision, Inc. Non Union Employees 401 K Profit Sharing Plan And Trust

Sponsored by Svs Vision, Inc. · EIN 383353735 · Plan #002

Total assets
$22.9M
Net assets
$0
Active participants
0
With balances
0

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
M Holdings Securities, Inc. CRD 43285 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Retirement Plan Srvcs Recordkeeping, Participant loan processing, Float revenue $51,757
M Holdings Securities, Inc Investment advisory (plan) $33,249
Freedman & Goldberg Cpas Pc Accounting $12,000