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Original filing (PDF)20250922150853NAL0005799648001
VISIONARY INTEGRATION PROFESSIONALS, LLC
Form 5500
FILING_RECEIVED
VISIONARY INTEGRATION PROFESSIONALS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
126
Accounts w/ balance
314
Plan assets (EOY)
$35.4M
Net assets (EOY)
$35.4M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISIONARY INTEGRATION PROFESSIONALS, LLC.
Plan sponsor
Name
VISIONARY INTEGRATION PROFESSIONALS, LLC
EIN
20-2969301
Address
10940 WHITE ROCK RD. STE 210 · RANCHO CORDOVA, CA · 95670
Phone
(916) 985-9625
Industry
Professional & Technical Servicessee 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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MANN, URRUTIA, NELSON, CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $52K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANN URRUTIA NELSON CPA & ASSOCIATE | — | ROSEVILLE, CA | OTHER | $12K | — |
Investments
33 direct securities · 1 pooled fund· $35.4M(100% 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.
Uncategorized
$33.9M
32 holdings
Common Collective Trust
$1.5M
1 holding
Mutual Funds
$107K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nyli Winslow Large Cap Growth | — | — | — | $4.1M | 11.5% | |
| Vanguard 500 Index Fund - Admiral | — | — | — | $4.0M | 11.2% | |
| T.Rowe Price T.Rowe Price Retirement 2045 | — | — | — | $2.5M | 7.1% | |
| T.Rowe Price T.Rowe Price Retirement 2030 | — | — | — | $2.4M | 6.7% | |
| T.Rowe Price T.Rowe Price Retirement 2040 | — | — | — | $2.1M | 6.0% | |
| Janus Henderson Global Research I | — | — | — | $2.0M | 5.7% | |
| JP Morgan Equity Income R6 | — | — | — | $2.0M | 5.6% | |
| T.Rowe Price T.Rowe Price Retirement 2035 | — | — | — | $2.0M | 5.6% | |
| Invesco Equity and Income R6 | — | — | — | $1.7M | 4.8% | |
| T.Rowe Price T.Rowe Price Retirement 2050 | — | — | — | $1.5M | 4.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.5M | 4.1% | |
| American Funds Washington Mutual R6 | — | — | — | $1.4M | 4.0% | |
| T.Rowe Price T.Rowe Price Retirement 2025 | — | — | — | $1.3M | 3.6% | |
| Vanguard Mid Cap Index ADM | — | — | — | $919K | 2.6% | |
| MFS International Growth R6 | — | — | — | $918K | 2.6% | |
| T.Rowe Price T.Rowe Price Retirement 2055 | — | — | — | $730K | 2.1% | |
| PIMCO Total Return INSL | — | — | — | $673K | 1.9% | |
| Vanguard Small Cap Index Fund - Admiral | — | — | — | $619K | 1.7% | |
| JP Morgan Mid Cap Value R6 | — | — | — | $541K | 1.5% | |
| Janus Henderson Triton N | — | — | — | $432K | 1.2% | |
| T.Rowe Price T.Rowe Price Retirement 2060 | — | — | — | $334K | 0.9% | |
| T.Rowe Price T.Rowe Price Retirement 2020 | — | — | — | $303K | 0.9% | |
| Vanguard Total INTL Stock Index Admiral | — | — | — | $303K | 0.9% | |
| Vanguard GNMA ADM | — | — | — | $207K | 0.6% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $178K | 0.5% | |
| T.Rowe Price T.Rowe Price Retirement 2015 | — | — | — | $127K | 0.4% | |
| Virtus Credex Mid-Cap Value Equity R6 | — | — | — | $118K | 0.3% | |
| American Beacon Small Cap Value R5 | Mutual Funds | — | — | $107K | 0.3% | |
| PIMCO Real Return Instl | — | — | — | $94K | 0.3% | |
| Notes Receivable from Participants * Notes receivable from participants Interest rates range from 4.50% - 9.50% | — | — | — | $92K | 0.3% | |
| Hartford MIDCAP R6 | — | — | — | $82K | 0.2% | |
| PIMCO Stockplus Small Institutional | — | — | — | $76K | 0.2% | |
| Nuveen Large Cap Responsible Equity R6 | — | — | — | $68K | 0.2% | |
| T.Rowe Price T.Rowe Price Retirement 2010 | — | — | — | $51K | 0.1% |