Christopher Berry signed Visionist, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Visionist, Inc.'s EIN is 27-2668011.
Download the official 2024 Form 5500 (PDF) for Visionist, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Visionist, Inc.'s plan includes an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Visionist, Inc. | Common Stocks | — | $7.2M | $28.8M | 87.5% | |
| Schwab Government Money Fund | Mutual Funds | — | $1.5M | $1.5M | 4.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
