LISA Kauffman signed Visioncorps' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Visioncorps' EIN is 23-1352349.
Download the official 2024 Form 5500 (PDF) for Visioncorps from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Visioncorps' plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), 403(b) custodial accounts.
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 | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | — | PHILADELPHIA, PA | BROKER/ADVISER | $0 | — |
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 |
|---|---|---|---|---|---|
| DUNBAR BENDER & ZAPF INC. | — | PITTSBURGH, PA | CONTRACT ADMIN | $6K | — |
