What public Form 5500 filings show about the Vision Planning and Consulting 401(k) plan — and how to find and check your own account.
Vision Planning and Consulting (EIN 20-5616361) reports VISION PLANNING AND CONSULTING 401(K) PLAN on its most recent Form 5500, with $360K in plan assets across 4 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 Planning and Consulting filing — schedules, fees, and providers.
Vision Planning and Consulting’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 Planning and ConsultingHR for the recordkeeper’s name and login.
