Vision Forward Association, Inc. 401(k) Plan

The Vision Forward Association, Inc. 401(k) on its latest Form 5500

Vision Forward Association, Inc. (EIN 39-0808506) reports VISION FORWARD ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $4.8M in plan assets across 51 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 Forward Association, Inc. filing — schedules, fees, and providers.

Who runs the Vision Forward Association, Inc. 401(k)?

Vision Forward Association, Inc.’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 Forward Association, Inc.HR for the recordkeeper’s name and login.

How to check your Vision Forward Association, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Vision Forward Association, Inc. 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).