· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VISALIA, LLC — VISALIA, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250606085154NAL0009046755001
VISALIA, LLC
Form 5500-SF
FILING_RECEIVED
VISALIA, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
16
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VISALIA, LLC
.
Find decision makers
Plan sponsor
Name
VISALIA, LLC
EIN
13-3803563
Address
425 BOYLSTON STREET · 4TH FLOOR · BOSTON, MA · 02116
Phone
(617) 737-8250
Industry
Custom Computer Programming
· Professional & Technical Services
see 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
2025-06-06
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
2K · 401(m) arrangement
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Custom Computer Programming plans
HUNTER STRATEGY LLC
HUNTER STRATEGY 401(K) PLAN
$4.5M · 92 participants
ELITE COMPUTER CONSULTANTS, L.P.
ELITE COMPUTER CONSULTANTS 401(K) SAVINGS AND RETIREMENT PL
$4.5M · 26 participants
CIBERSPRING INTERNATIONAL, LLC
CIBERSPRING INTERNATIONAL, LLC 401(K) PLAN
$4.5M · 43 participants
CHESAPEAKE NETWORK INSTALLATIONS, INC.
CHESAPEAKE NETWORK INSTALLATIONS, INC. 401(K) PROFIT SHARING PLAN
$4.5M · 35 participants
PROFITOPTICS, LLC
PROFITOPTICS, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.5M · 32 participants
PANTHEON, INC.
PANTHEON, INC. 401(K) SAVINGS PLAN
$4.5M · 26 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
