· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VISIONIST, INC. — VISIONIST, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260224095002NAL0001443763001
VISIONIST, INC.
Form 5500
FILING_RECEIVED
VISIONIST, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Defined-contribution retirement plan
Signals · 3
Late filing · 3.3 mo
95% in single holding
No recordkeeper disclosed
Active participants
152
Accounts w/ balance
152
Plan assets (EOY)
$32.9M
Net assets (EOY)
$32.9M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
87
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VISIONIST, INC.
.
Find decision makers
Plan sponsor
Name
VISIONIST, INC.
EIN
27-2668011
Address
6700 ALEXANDER BELL DRIVE · SUITE 440 · COLUMBIA, MD · 21046
Phone
(410) 456-2475
Industry
Custom Computer Programming
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-24
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $30.3M
(92% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Visionist, Inc.
—
—
$7.2M
$28.8M
87.5%
Schwab Government Money Fund
—
—
$1.5M
$1.5M
4.6%
Related plans
Similar-size Custom Computer Programming plans
MANGO TECHNOLOGIES INC. DBA CLICKUP
CLICKUP 401(K) PLAN
$33.0M · 496 participants
AVEPOINT, INC.
AVEPOINT, INC. 401(K) SAVINGS PLAN
$33.1M · 333 participants
NETCOMM, INC.
NETCOMM, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$32.3M · 13 participants
EMPLOY, INC.
EMPLOY, INC. 401(K) PLAN
$32.3M · 469 participants
CSE AMERICAS INC.
BLUE WIND 401(K) PLAN
$33.7M · 855 participants
100
Knocking points off
Filed 3.3 months past the 10.5-month grace window.
Top holding "Visionist, Inc." is 95% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
EDUPOINT EDUCATIONAL SYSTEMS, LLC
EDUPOINT EDUCATIONAL SYSTEMS, LLC 401(K) RETIREMENT SAVINGS PLAN
$32.1M · 252 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
