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VIZIONARY WEALTH MANAGEMENT 401(k) Plan

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

Plan assets
$626K
Participants
14
Plans on file
1

The VIZIONARY WEALTH MANAGEMENT 401(k) on its latest Form 5500

VIZIONARY WEALTH MANAGEMENT (EIN 20-5972107) reports VIZIONARY WEALTH MANAGEMENT 401(K) RETIREMENT PLAN on its most recent Form 5500, with $626K in plan assets across 14 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 VIZIONARY WEALTH MANAGEMENT filing — schedules, fees, and providers.

Who runs the VIZIONARY WEALTH MANAGEMENT 401(k)?

VIZIONARY WEALTH 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 VIZIONARY WEALTH MANAGEMENTHR for the recordkeeper’s name and login.

How to check your VIZIONARY WEALTH MANAGEMENT 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask VIZIONARY WEALTH 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: VIZIONARY WEALTH MANAGEMENT — all Form 5500 filings (EIN 20-5972107) · Delaware employer EIN lookup · Form 5500 search
VIZIONARY WEALTH MANAGEMENT 401(k) Plan — Form 5500