How big is Vision Wealth Partners, LLC's plan?

Vision Wealth Partners, LLC's plan reported $1.7M in assets and 5 participants for 2024.

Original filing (PDF)20250915101700NAL0000889281001

Vision Wealth Partners, LLC

Name: Vision Wealth Partners, LLC — Vision Wealth, Form 5500 (2024)
Creator: Vision Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vision Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · Vision Wealth Partners, LLC's Vision Wealth Partners, LLC 401(k) Plan held $1.7M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Vision Wealth Partners, LLC's EIN is 27-1564527.

EIN 27-1564527

Plan number 001

Plan year 2024

ACK ID 20250915101700NAL0000889281001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vision Wealth Partners, LLC'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 VISION WEALTH PARTNERS, LLC.

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