How big is Vision Financial Markets LLC's plan?

Vision Financial Markets LLC's plan reported $13.0M in assets and 51 participants for 2024.

Original filing (PDF)20250701173717NAL0030119490001

Vision Financial Markets LLC

Name: Vision Financial Markets LLC — Vision Financial, Form 5500 (2024)
Creator: Vision Financial Markets LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vision Financial Markets LLC Employees' Profit Sharing and SA

401(k) retirement plan · Vision Financial Markets LLC's Vision Financial Markets LLC Employees' Profit Sharing and SA held $13.0M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.0M

Net assets (EOY)

$13.0M

People on this filing

Nick Rice signed Vision Financial Markets LLC's 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Vision Financial Markets LLC's EIN is 20-5025868.

EIN 20-5025868

Plan number 002

Plan year 2024

ACK ID 20250701173717NAL0030119490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vision Financial Markets LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vision Financial Markets LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VISION FINANCIAL MARKETS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score