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VISION FINANCIAL MANAGEMENT 401(k) Plan

What public Form 5500 filings show about the VISION FINANCIAL MANAGEMENT 401(k) plan — and how to find and check your own account.

Plan assets
$922K
Participants
3
Plans on file
1

The VISION FINANCIAL MANAGEMENT 401(k) on its latest Form 5500

VISION FINANCIAL MANAGEMENT (EIN 46-4106594) reports VISION FINANCIAL MANAGEMENT 401(K) P/S PLAN on its most recent Form 5500, with $922K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full VISION FINANCIAL MANAGEMENT filing — schedules, fees, and providers.

Who runs the VISION FINANCIAL MANAGEMENT 401(k)?

VISION FINANCIAL MANAGEMENT’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask VISION FINANCIAL MANAGEMENTHR for the recordkeeper’s name and login.

How to check your VISION FINANCIAL MANAGEMENT 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask VISION FINANCIAL MANAGEMENT HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: VISION FINANCIAL MANAGEMENT — all Form 5500 filings (EIN 46-4106594) · Ohio employer EIN lookup · Form 5500 search
VISION FINANCIAL MANAGEMENT 401(k) Plan — Form 5500