How big is Vision Planning and Consulting's plan?

Vision Planning and Consulting's plan reported $360K in assets and 4 participants for 2024.

Original filing (PDF)20251015152823NAL0002552435001

Vision Planning and Consulting

Name: Vision Planning and Consulting — Vision Planning and, Form 5500 (2024)
Creator: Vision Planning and Consulting
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vision Planning and Consulting 401(k) Plan

401(k) retirement plan · Vision Planning and Consulting's Vision Planning and Consulting 401(k) Plan held $360K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$360K

Net assets (EOY)

$360K

People on this filing

PAT Pathade signed Vision Planning and Consulting's 2024 Form 5500 as plan administrator.

PAT Pathade — 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 Planning and Consulting's EIN is 20-5616361.

EIN 20-5616361

Plan number 001

Plan year 2024

ACK ID 20251015152823NAL0002552435001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vision Planning and Consulting from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vision Planning and Consulting's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 PLANNING AND CONSULTING.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

VISION PLANNING AND CONSULTING

EIN

all filings

Address

7560 MORRIS STREET · UNIT 1 · FULTON, MD · 20759

Phone

(443) 690-8488

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator