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Original filing (PDF)20251015183409NAL0002764819001
VISION SYSTEMS, INC.
Form 5500
FILING_RECEIVED
VISION SYSTEMS, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
103
Accounts w/ balance
92
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISION SYSTEMS, INC..
Plan sponsor
Name
VISION SYSTEMS, INC.
EIN
33-0016550
Address
11322 WOODSIDE AVENUE NORTH · SANTEE, CA · 92071
Phone
(619) 258-7300
Industry
Constructionsee 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
2025-10-15
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Investments
36 direct securities· $14.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 K Mutual Fund N/A | — | — | — | $3.1M | 21.7% | |
| Fidelity Freedom 2025 K Mutual Fund N/A | — | — | — | $1.3M | 9.3% | |
| Self-Directed Brokerage Accounts Self-Directed Brokerage N/A | — | — | — | $1.2M | 8.7% | |
| Fidelity Freedom 2045 K Mutual Fund N/A | — | — | — | $963K | 6.8% | |
| Fidelity Freedom 2040 K Mutual Fund N/A | — | — | — | $942K | 6.6% | |
| Fidelity Freedom 2050 K Mutual Fund N/A | — | — | — | $912K | 6.4% | |
| Lessor, or Similar Party Collateral, Par, or Maturity Value Cost Value * Fidelity Government Cash Reserves Interest Bearing Cash N/A | — | — | — | $636K | 4.5% | |
| Fidelity Contrafund Mutual Fund N/A | — | — | — | $606K | 4.3% | |
| Fidelity 500 Index Fund Mutual Fund N/A | — | — | — | $600K | 4.2% | |
| Fidelity Government Money Market Fund Interest Bearing Cash N/A | — | — | — | $569K | 4.0% | |
| Fidelity Freedom 2035 K Mutual Fund N/A | — | — | — | $550K | 3.9% | |
| Notes receivable from participants Maturing 2025-2034 at interest rates of 3.25% $ - | — | — | — | $479K | 3.4% | |
| Fidelity Freedom 2020 K Mutual Fund N/A | — | — | — | $352K | 2.5% | |
| Fidelity Low Priced Stock Mutual Fund N/A | — | — | — | $317K | 2.2% | |
| Fidelity Freedom 2055 K Mutual Fund N/A | — | — | — | $274K | 1.9% | |
| Fidelity Freedom 2060 K Mutual Fund N/A | — | — | — | $168K | 1.2% | |
| Fidelity International Index Fund Mutual Fund N/A | — | — | — | $154K | 1.1% | |
| Fidelity Dividend Growth Mutual Fund N/A | — | — | — | $148K | 1.0% | |
| Thornburg International Value Fund Class R4 Mutual Fund N/A | — | — | — | $144K | 1.0% | |
| Fidelity Total Market Index Premium Fund Mutual Fund N/A | — | — | — | $135K | 0.9% | |
| American Century Small Cap Value R6 Mutual Fund N/A | — | — | — | $117K | 0.8% | |
| Baird Core Plus Bond Investment Fund Mutual Fund N/A | — | — | — | $112K | 0.8% | |
| Victory Sophus Emerging Markets Fund Mutual Fund N/A | — | — | — | $84K | 0.6% | |
| Allspring Special Mid Cap Value Fund Mutual Fund N/A | — | — | — | $80K | 0.6% | |
| Baron Small Cap Mutual Fund N/A | — | — | — | $48K | 0.3% | |
| Fidelity Freedom Income K Mutual Fund N/A 372 * Fidelity Government Income Mutual Fund N/A | — | — | — | $45K | 0.3% | |
| Oakmark Equity & Income I Mutual Fund N/A | — | — | — | $34K | 0.2% | |
| Fidelity Select Gold Mutual Fund N/A | — | — | — | $33K | 0.2% | |
| Invesco International Growth Fund R6 Class Mutual Fund N/A | — | — | — | $17K | 0.1% | |
| Eaton Vance Large-Cap Value Fund Class A Mutual Fund N/A | — | — | — | $13K | <0.1% | |
| T. Rowe Price Blue Chip Growth Advisor Mutual Fund N/A | — | — | — | $11K | <0.1% | |
| American Century Inflation Adjusted Bond IV Mutual Fund N/A | — | — | — | $8K | <0.1% | |
| Janus Henderson Enterprise Fund Class T Mutual Fund N/A | — | — | — | $5K | <0.1% | |
| Fidelity Extended Market Index Mutual Fund N/A | — | — | — | $5K | <0.1% | |
| Fidelity Freedom 2015 K Mutual Fund N/A | — | — | — | $5K | <0.1% | |
| Cohen & Steers Realty Mutual Fund N/A | — | — | — | $2K | <0.1% |
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