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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Visions Federal Credit Union Visions Federal Credit Union Defined Benefit Plan and Trust · all filings	ENDICOTT, NY	Advisor / Consultant	686	$151.9M	$0	$16K
Visions Federal Credit Union Visions Federal Credit Union Defined Benefit Plan and Trust · all filings	ENDICOTT, NY	Advisor / Consultant	630	$134.8M	$0	$20K