Foster Rodwell signed VIS, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VIS, LLC's EIN is 20-1871963.
Download the official 2024 Form 5500 (PDF) for VIS, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VIS, LLC's plan includes health coverage.
| 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 | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| WELLNET HEALTHCARE ADMINISTRATORS, | — | TREVOSE, PA | ADMIN | $78K | — |
| PLANNED ADMINISTRATORS, INC | 57-0718839 | — | ADMIN | $9K | — |
