VPAG DBA Visionpoint

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

615

Total plan assets

$25.4M

Filings (rows)

Direct comp

$6K

Indirect comp

Showing only "VPAG DBA VISIONPOINT"

View all 4 variants aggregated →

VPAG DBA VISIONPOINT ADVISORY G9 VPAG DBA VISIONPOINT ADV GROUP3 VPAG DBA VISIONPOINT ADVISORY1 VPAG DBA VISIONPOINT1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Succession Capital, Inc. Succession Capital, Inc. 401(k) Plan · all filings	LA JOLLA, CA	Advisor / Consultant	615	$25.4M	$6K	$0