Back to filter
Original filing (PDF)20250529130124NAL0014109280001
VISIONBANK
Form 5500-SF
FILING_RECEIVED
VISIONBANK 401(K) PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
14
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISIONBANK.
Plan sponsor
Name
VISIONBANK
EIN
20-0464672
Address
3059 JOPPA AVENUE · ST. LOUIS PARK, MN · 55416
Phone
(952) 920-8400
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Management of Companies / Holdings plans
MIDSOUTH INSURANCE AGENCY OF BATON ROUGE INC.
MIDSOUTH INSURANCE AGENCY 401(K) PLAN
$1.0M · 10 participants
PIONEER STATE BANK
NBE BANCSHARES, INC. 401(K) PROFIT SHARING PLAN
$982K · 29 participants
RICHTON BANK & TRUST COMPANY
RICHTON BANK & TRUST COMPANY 401(K) & PSP
$971K · 9 participants
BLUE RIDGE BANKSHARES, INC.
BLUE RIDGE BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$1.1M · 271 participants
DUO RESTAURANT GROUP, LLC
DUO RESTAURANTS 401(K) PLAN
$939K · 78 participants
BEDFORD LOAN & DEPOSIT BANK
BEDFORD LOAN & DEPOSIT BANK 401(K) PROFIT SHARING PLAN
$1.1M · 21 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B