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Original filing (PDF)20251002081315NAL0000329472001
VISIONIX USA, INC.
Form 5500
FILING_RECEIVED
VISIONIX USA 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
104
Accounts w/ balance
127
Plan assets (EOY)
$15.8M
Net assets (EOY)
$15.7M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISIONIX USA, INC..
Plan sponsor
Name
VISIONIX USA, INC.
EIN
11-3024471
Address
160 EISENHOWER LANE NORTH · LOMBARD, IL · 60148
Phone
(630) 274-6161
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC. | — | ROLLING MEADOWS, IL | NONE | $32K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $14K | — |
Investments
28 direct securities· $15.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $2.6M | 16.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.6M | 10.1% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $1.5M | 9.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.2M | 7.8% | |
| Baird Core Plus Bond Inst Baird 0 | — | — | — | $1.1M | 6.8% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $911K | 5.8% | |
| JPMorgan Mid Cap Growth R6 JP Morgan 0 | — | — | — | $863K | 5.5% | |
| AB Large Cap Growth Z Alliance Bernstein 0 | — | — | — | $784K | 5.0% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $721K | 4.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $661K | 4.2% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $582K | 3.7% | |
| MFS International Growth R6 MFS 0 | — | — | — | $527K | 3.3% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | — | — | — | $455K | 2.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $423K | 2.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $414K | 2.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $408K | 2.6% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $375K | 2.4% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $253K | 1.6% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $142K | 0.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $60K | 0.4% | |
| PIMCO Global Bd Opport (USDHedged) I PIMCO 0 | — | — | — | $53K | 0.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $50K | 0.3% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $29K | 0.2% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $18K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $12K | <0.1% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $2K | <0.1% |
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