BESTVEST INVESTMENTS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,316

Total plan assets

$286.7M

Filings (rows)

Direct comp

Indirect comp

$37K

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
VISIONS FEDERAL CREDIT UNION VISIONS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST	ENDICOTT, NY	Advisor / Consultant	686	$151.9M	$0	$16K
VISIONS FEDERAL CREDIT UNION VISIONS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST	ENDICOTT, NY	Advisor / Consultant