Crystal Taxara signed Visionary Integration Professionals, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Visionary Integration Professionals, LLC's EIN is 20-2969301.
Download the official 2024 Form 5500 (PDF) for Visionary Integration Professionals, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Visionary Integration Professionals, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $52K | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| Nyli Winslow Large Cap Growth | Other securities | — | — | $4.1M | 11.5% | |
| Vanguard 500 Index Fund - Admiral | Common Collective Trusts | — | — | $4.0M | 11.2% | |
| T.Rowe Price T.Rowe Price Retirement 2045 | Other securities | — | — | $2.5M | 7.1% | |
| T.Rowe Price T.Rowe Price Retirement 2030 | Other securities | — | — | $2.4M | 6.7% | |
| T.Rowe Price T.Rowe Price Retirement 2040 | Other securities | — | — | $2.1M | 6.0% | |
| Janus Henderson Global Research I | Mutual Funds | — | — | $2.0M | 5.7% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $2.0M | 5.6% | |
| T.Rowe Price T.Rowe Price Retirement 2035 | Other securities | — | — | $2.0M | 5.6% | |
| Invesco Equity and Income R6 | Mutual Funds | — | — | $1.7M | 4.8% | |
| T.Rowe Price T.Rowe Price Retirement 2050 | Other securities | — | — | $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 | Mutual Funds | — | — | $1.4M | 4.0% | |
| T.Rowe Price T.Rowe Price Retirement 2025 | Other securities | — | — | $1.3M | 3.6% | |
| Vanguard Mid Cap Index ADM | Mutual Funds | — | — | $919K | 2.6% | |
| MFS International Growth R6 | Mutual Funds | — | — | $918K | 2.6% | |
| T.Rowe Price T.Rowe Price Retirement 2055 | Other securities | — | — | $730K | 2.1% | |
| PIMCO Total Return INSL | Mutual Funds | — | — | $673K | 1.9% | |
| Vanguard Small Cap Index Fund - Admiral | Common Collective Trusts | — | — | $619K | 1.7% | |
| JP Morgan Mid Cap Value R6 | Other securities | — | — | $541K | 1.5% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $432K | 1.2% | |
| T.Rowe Price T.Rowe Price Retirement 2060 | Other securities | — | — | $334K | 0.9% | |
| T.Rowe Price T.Rowe Price Retirement 2020 | Other securities | — | — | $303K | 0.9% | |
| Vanguard Total INTL Stock Index Admiral | Mutual Funds | — | — | $303K | 0.9% | |
| Vanguard GNMA ADM | Agency / Mortgage-Backed | — | — | $207K | 0.6% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $178K | 0.5% | |
| T.Rowe Price T.Rowe Price Retirement 2015 | Other securities | — | — | $127K | 0.4% | |
| Virtus Credex Mid-Cap Value Equity R6 | Other securities | — | — | $118K | 0.3% | |
| American Beacon Small Cap Value R5 | Mutual Funds | — | — | $107K | 0.3% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $94K | 0.3% | |
| Notes Receivable from Participants * Notes receivable from participants Interest rates range from 4.50% - 9.50% | Bonds / Notes | — | — | $92K | 0.3% | |
| Hartford MIDCAP R6 | Other securities | — | — | $82K | 0.2% | |
| PIMCO Stockplus Small Institutional | Mutual Funds | — | — | $76K | 0.2% | |
| Nuveen Large Cap Responsible Equity R6 | Mutual Funds | — | — | $68K | 0.2% | |
| T.Rowe Price T.Rowe Price Retirement 2010 | Other securities | — | — | $51K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANN URRUTIA NELSON CPA & ASSOCIATE | — | ROSEVILLE, CA | OTHER | $12K | — |
