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Original filing (PDF)20260108103110NAL0009129473001
VIS, LLC
Form 5500
FILING_RECEIVED
VIS, LLC GROUP MEDICAL PLAN (501)
Health & welfare plan
Signals · 4
Late filing · 1.7 mo95% in single holding~38393 bps in Sched C feesNo recordkeeper disclosed
Active participants
127
Accounts w/ balance
—
Plan assets (EOY)
$49K
Net assets (EOY)
-$627K
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
93
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.7 months past the 10.5-month grace window.
- Top holding "Interest Bearing Cash * UMB Bank Interest bearing cash" is 95% of plan.
- 38393 bps in Schedule C fees — 24199% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIS, LLC.
Plan sponsor
Name
VIS, LLC
EIN
20-1871963
Address
1491 E POINSETT ST EXT · GREER, SC · 29651
Phone
(864) 660-8108
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-08
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
FORIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsBroker
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA FINANCIAL GROUP (ECM SOLUTIONS) | 20-2557329 | — | BROKER | $54K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $24K | — |
| E. K. MCCONKEY & CO., INC. | 23-3086396 | — | BROKER | $24K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLNET HEALTHCARE ADMINISTRATORS, | — | TREVOSE, PA | ADMIN | $78K | — |
| PLANNED ADMINISTRATORS, INC | 57-0718839 | — | ADMIN | $9K | — |
Investments
2 direct securities· $83K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest Bearing Cash * UMB Bank Interest bearing cash | — | — | $78K | $78K | 159.2% | |
| Interest Bearing Cash * UMB Bank Interest bearing cash | — | — | $4K | $4K | 9.1% |
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