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Original filing (PDF)20251006131645NAL0002086483001
VISIONIST, INC
Form 5500
FILING_RECEIVED
VISIONIST, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
153
Accounts w/ balance
194
Plan assets (EOY)
$50.1M
Net assets (EOY)
$50.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISIONIST, INC.
Plan sponsor
Name
VISIONIST, INC
EIN
27-2668011
Address
6700 ALEXANDER BELL DR STE 440 · COLUMBIA, MD · 21046
Phone
(443) 228-1776
Industry
Custom Computer Programming· Professional & Technical Servicessee all
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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $795 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
Investments
24 direct securities · 1 pooled fund· $50.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$49.7M
24 holdings
Common Collective Trust
$397K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $9.5M | 18.9% | |
| T. Rowe Price Retirement 2035 Inv Mutual Fund | — | — | — | $7.4M | 14.7% | |
| T. Rowe Price Retirement 2045 Inv Mutual Fund | — | — | — | $6.2M | 12.3% | |
| T. Rowe Price Retirement 2055 Inv Mutual Fund | — | — | — | $3.4M | 6.8% | |
| T. Rowe Price Retirement 2030 Inv Mutual Fund | — | — | — | $3.4M | 6.8% | |
| T. Rowe Price Retirement 2040 Inv Mutual Fund | — | — | — | $3.3M | 6.6% | |
| T. Rowe Price Retirement 2050 Inv Mutual Fund | — | — | — | $2.6M | 5.2% | |
| T. Rowe Price Growth Stock Inv Mutual Fund | — | — | — | $2.2M | 4.3% | |
| T. Rowe Price Capital Appreciation Inv Mutual Fund | — | — | — | $1.5M | 3.0% | |
| Pimco Income Instl Mutual Fund | — | — | — | $1.4M | 2.8% | |
| Dodge and Cox International Stock Fund I Mutual Fund | — | — | — | $1.4M | 2.8% | |
| Fidelity Mid Cap Stock Fund Mutual Fund | — | — | — | $1.4M | 2.8% | |
| T. Rowe Price New Horizons Inv Mutual Fund | — | — | — | $1.2M | 2.3% | |
| T. Rowe Price Retirement 2060 Inv Mutual Fund | — | — | — | $1.0M | 2.1% | |
| DFA US Targeted Value Portfolio Mutual Fund | — | — | — | $981K | 2.0% | |
| Columbia Mid Cap Index Instl Mutual Fund | — | — | — | $939K | 1.9% | |
| DFA Emerging Markets Core Equity I Mutual Fund | — | — | — | $917K | 1.8% | |
| Columbia Small Cap Index Instl Mutual Fund | — | — | — | $489K | 1.0% | |
| T. ROWE PRICE STABLE VALUE E T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $397K | 0.8% | |
| T. Rowe Price Retirement 2065 Inv Mutual Fund | — | — | — | $307K | 0.6% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 9.50% | — | — | — | $102K | 0.2% | |
| MFS Mid Cap Value Fund R4 Mutual Fund | — | — | — | $99K | 0.2% | |
| T. Rowe Price Government Money Fund Mutual Fund | — | — | — | $42K | <0.1% | |
| T. Rowe Price Retirement 2025 Inv Mutual Fund | — | — | — | $16K | <0.1% | |
| T. ROWE PRICE RET BALANCED INV MUTUAL FUND | — | — | — | $4K | <0.1% |