Back to filter
Original filing (PDF)20251010102656NAL0004143283001
VIA VISUALLY IMPAIRED ADVANCEMENT
Form 5500
FILING_RECEIVED
VIA 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
86
Accounts w/ balance
134
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Knocking points off
- Top holding "[DFE: TIAA REAL ESTATE ACCOUNT (extraction pending)]" is 100% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIA VISUALLY IMPAIRED ADVANCEMENT.
Plan sponsor
Name
VIA VISUALLY IMPAIRED ADVANCEMENT
EIN
16-0743930
Address
1170 MAIN STREET PO BOX 398 · BUFFALO, NY · 14209
Phone
(716) 882-1025
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $109K(3% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $109K | 2.6% |
Related plans
Similar-size Health Care & Social Assistance plans
NEW HORIZONS OF THE TREASURE COAST, INC.
NEW HORIZONS PENSION PLAN
$4.2M · 393 participants
CEREBRAL PALSY OF WESTCHESTER
CEREBRAL PALSY OF WESTCHESTER 403B PLAN
$4.2M · 384 participants
PRC
PRC 403(B) PLAN
$4.2M · 52 participants
MENTAL HEALTH AMERICA OF GREATER HOUSTON
403(B) THRIFT PLAN FOR EMPLOYEES OF MENTAL HEALTH AMERICA OF GREATER HOUSTON, INC.
$4.2M · 22 participants
ATTIC CORRECTIONAL SERVICES, INC.
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF ATTIC CORRECTIONAL SERVICES, INC.
$4.2M · 80 participants
BIKUR CHOLIM INC.
BIKUR CHOLIM, INC. 403(B) PLAN
$4.1M · 438 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B