How big is Visiongift's plan?

Visiongift's plan reported $5.6M in assets and 72 participants for 2024.

Original filing (PDF)20251008143757NAL0006007697001

Visiongift

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

Form 5500-SF

FILING_RECEIVED

Visiongift 401(k) Plan

401(k) retirement plan · Visiongift's Visiongift 401(k) Plan held $5.6M in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

100

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Christopher Stoeger signed Visiongift's 2024 Form 5500 as plan administrator.

Christopher Stoeger — 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

Visiongift's EIN is 26-3035522.

EIN 26-3035522

Plan number 001

Plan year 2024

ACK ID 20251008143757NAL0006007697001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Visiongift's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

VISIONGIFT

EIN

all filings

Address

2201 SE 11TH AVENUE · PORTLAND, OR · 97214

Phone

(503) 808-7070

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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