Visionary Practice Management Services LLC 401(k) Plan

The Visionary Practice Management Services LLC 401(k) on its latest Form 5500

Visionary Practice Management Services LLC (EIN 93-4318694) reports VISIONARY PRACTICE MANAGEMENT SERVICES LLC 401(K) RETIREMENT PLAN on its most recent Form 5500, with $17.3M in plan assets across 232 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 Visionary Practice Management Services LLC filing — schedules, fees, and providers.

Who runs the Visionary Practice Management Services LLC 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Visionary Practice Management Services LLC 401(k).

How to check your Visionary Practice Management Services LLC 401(k)

• Log in to Merrill (Bank of America)’s participant portal (the site on your statements).
• Ask Visionary Practice Management Services LLC 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).