How big is Visionaire Partners' plan?

Visionaire Partners' plan reported $5.7M in assets and 92 participants for 2024.

Original filing (PDF)20250827133502NAL0009422945001

Visionaire Partners

Name: Visionaire Partners — Visionaire Partners 401(k) PS, Form 5500 (2024)
Creator: Visionaire Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Visionaire Partners 401(k) PS Plan and Trust

401(k) retirement plan · Visionaire Partners' Visionaire Partners 401(k) PS Plan and Trust held $5.7M in plan assets for 92 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Shanon Perry signed Visionaire Partners' 2024 Form 5500 as plan administrator.

Shanon Perry — 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

Visionaire Partners' EIN is 26-1986529.

EIN 26-1986529

Plan number 001

Plan year 2024

ACK ID 20250827133502NAL0009422945001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Visionaire Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Visionaire Partners' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 VISIONAIRE PARTNERS.

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Plan health score

Above-average plan

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