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Original filing (PDF)20250919104732NAL0003434482001
VISIONCORPS
Form 5500
FILING_RECEIVED
VISIONCORPS TAX SHELTER ANNUITY PLAN
403(b) retirement plan
Active participants
202
Accounts w/ balance
237
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 75 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISIONCORPS.
Plan sponsor
Name
VISIONCORPS
EIN
23-1352349
Address
244 NORTH QUEEN STREET · LANCASTER, PA · 17603
Phone
(717) 291-5951
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
RKL LLP
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 | $53K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | — | PHILADELPHIA, PA | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR BENDER & ZAPF INC. | — | PITTSBURGH, PA | CONTRACT ADMIN | $6K | — |
Investments
25 direct securities· $7.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies The Vanguard Group Vanguard Target Retirement 2040 INV | — | — | — | $921K | 11.7% | |
| The Vanguard Group Vanguard Target Retirement 2050 INV | — | — | — | $799K | 10.1% | |
| The Vanguard Group Vanguard Target Retirement 2025 INV | — | — | — | $695K | 8.8% | |
| The Vanguard Group Vanguard Target Retirement 2055 INV | — | — | — | $689K | 8.7% | |
| The Vanguard Group Vanguard Target Retirement 2035 INV | — | — | — | $673K | 8.5% | |
| The Vanguard Group Vanguard Target Retirement 2030 INV | — | — | — | $601K | 7.6% | |
| The Vanguard Group Vanguard Target Retirement 2060 INV | — | — | — | $460K | 5.8% | |
| The Vanguard Group Vanguard Target Retirement Income INV | — | — | — | $424K | 5.4% | |
| The Vanguard Group Vanguard Target Retirement 2045 INV | — | — | — | $411K | 5.2% | |
| American Funds American Funds Growth Fund of Amer R6 | — | — | — | $354K | 4.5% | |
| The Vanguard Group Vanguard Target Retirement 2020 INV | — | — | — | $323K | 4.1% | |
| American Funds American Funds American Mutual R6 | — | — | — | $256K | 3.2% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $253K | 3.2% | |
| American Funds American Funds New Perspective R6 | — | — | — | $204K | 2.6% | |
| Contract with Insurance Company * Empower Capital Management Key Guaranteed Interest Fund, at contract value | — | — | — | $195K | 2.5% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $111K | 1.4% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $95K | 1.2% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $90K | 1.1% | |
| Baron Funds Baron Small Cap R6 | — | — | — | $65K | 0.8% | |
| DFA Real Estate SecuritiesI | — | — | — | $62K | 0.8% | |
| T. Rowe Price T. Rowe Price Emerging Markets Stock I | — | — | — | $53K | 0.7% | |
| JPMorgan Investment Management Undiscovered Mgrs Behavioral Value R6 | — | — | — | $38K | 0.5% | |
| Empower Capital Management Empower Mid Cap Value Instl | — | — | — | $36K | 0.5% | |
| Empower Capital Management Empower T. Rowe Price Mid Cap Gr Inst | — | — | — | $21K | 0.3% | |
| PIMCO International Bond Institutional Fund | — | — | — | $16K | 0.2% |
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