Original filing (PDF)20251015171831NAL0010512562001

VISION OF EXCELLENCE, INC. DBA APEX TREE AND LANDSCAPE

Name: VISION OF EXCELLENCE, INC. DBA APEX TREE AND LANDSCAPE — VISION OF EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: VISION OF EXCELLENCE, INC. DBA APEX TREE AND LANDSCAPE

Form 5500-SF

FILING_RECEIVED

VISION OF EXCELLENCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$335K

Net assets (EOY)

$335K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VISION OF EXCELLENCE, INC. DBA APEX TREE AND LANDSCAPE.

Plan sponsor

Name

VISION OF EXCELLENCE, INC. DBA APEX TREE AND LANDSCAPE

EIN

03-0408618

Address

12925 RIVER ROAD · MYAKKA CITY, FL · 342518950

Phone

(941) 276-6889

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator