How big is Vision Systems, Inc.'s plan?

Vision Systems, Inc.'s plan reported $14.2M in assets and 103 participants for 2024.

Original filing (PDF)20251015183409NAL0002764819001

Vision Systems, Inc.

Name: Vision Systems, Inc. — Vision Systems, Inc. 401(k), Form 5500 (2024)
Creator: Vision Systems, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Vision Systems, Inc. 401(k) Retirement Savings Plan

401(k) retirement plan · Vision Systems, Inc.'s Vision Systems, Inc. 401(k) Retirement Savings Plan held $14.2M in plan assets for 103 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

103

Accounts w/ balance

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

People on this filing

Vernise Caldwell signed Vision Systems, Inc.'s 2024 Form 5500 as plan administrator.

Vernise Caldwell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Vision Systems, Inc.'s EIN is 33-0016550.

EIN 33-0016550

Plan number 001

Plan year 2024

ACK ID 20251015183409NAL0002764819001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vision Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

High average account balance (90th percentile).

Plan sponsor

Name

VISION SYSTEMS, INC.

EIN

all filings

Address

11322 WOODSIDE AVENUE NORTH · SANTEE, CA · 92071

Phone

(619) 258-7300

Industry

Construction

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Investments

35 direct securities· $13.6M(96% of reported assets)

Mutual Funds

$10.3M

19 holdings

Self-Directed Brokerage

$1.2M

1 holding

Common Collective Trusts

$889K

3 holdings

Other securities

$652K

11 holdings

Bonds / Notes

$479K

1 holding

					% of plan
Fidelity Freedom 2030 K Mutual Fund N/A	Mutual Funds	—	—	$3.1M	21.7%
Fidelity Freedom 2025 K Mutual Fund N/A	Mutual Funds	—	—	$1.3M	9.3%
Self-Directed Brokerage Accounts Self-Directed Brokerage N/A	Self-Directed Brokerage	—	—	$1.2M	8.7%
Fidelity Freedom 2045 K Mutual Fund N/A	Mutual Funds	—	—	$963K	6.8%
Fidelity Freedom 2040 K Mutual Fund N/A	Mutual Funds	—	—	$942K	6.6%
Fidelity Freedom 2050 K Mutual Fund N/A	Mutual Funds	—	—	$912K	6.4%
Fidelity Contrafund Mutual Fund N/A	Mutual Funds	—	—	$606K	4.3%
Fidelity 500 Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$600K	4.2%
Fidelity Government Money Market Fund Interest Bearing Cash N/A	Mutual Funds	—	—	$569K	4.0%
Fidelity Freedom 2035 K Mutual Fund N/A	Mutual Funds	—	—	$550K	3.9%
Notes receivable from participants Maturing 2025-2034 at interest rates of 3.25% $ -	Bonds / Notes	—	—	$479K	3.4%
Fidelity Freedom 2020 K Mutual Fund N/A	Mutual Funds	—	—	$352K	2.5%
Fidelity Low Priced Stock Mutual Fund N/A	Mutual Funds	—	—	$317K	2.2%
Fidelity Freedom 2055 K Mutual Fund N/A	Mutual Funds	—	—	$274K	1.9%
Fidelity Freedom 2060 K Mutual Fund N/A	Mutual Funds	—	—	$168K	1.2%
Fidelity International Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$154K	1.1%
Fidelity Dividend Growth Mutual Fund N/A	Mutual Funds	—	—	$148K	1.0%
Thornburg International Value Fund Class R4 Mutual Fund N/A	Other securities	—	—	$144K	1.0%
Fidelity Total Market Index Premium Fund Mutual Fund N/A	Common Collective Trusts	—	—	$135K	0.9%
American Century Small Cap Value R6 Mutual Fund N/A	Other securities	—	—	$117K	0.8%
Baird Core Plus Bond Investment Fund Mutual Fund N/A	Other securities	—	—	$112K	0.8%
Victory Sophus Emerging Markets Fund Mutual Fund N/A	Other securities	—	—	$84K	0.6%
Allspring Special Mid Cap Value Fund Mutual Fund N/A	Other securities	—	—	$80K	0.6%
Baron Small Cap Mutual Fund N/A	Other securities	—	—	$48K	0.3%
Fidelity Freedom Income K Mutual Fund N/A 372 * Fidelity Government Income Mutual Fund N/A	Mutual Funds	—	—	$45K	0.3%
Oakmark Equity & Income I Mutual Fund N/A	Other securities	—	—	$34K	0.2%
Fidelity Select Gold Mutual Fund N/A	Mutual Funds	—	—	$33K	0.2%
Invesco International Growth Fund R6 Class Mutual Fund N/A	Mutual Funds	—	—	$17K	0.1%
Eaton Vance Large-Cap Value Fund Class A Mutual Fund N/A	Other securities	—	—	$13K	<0.1%
T. Rowe Price Blue Chip Growth Advisor Mutual Fund N/A	Other securities	—	—	$11K	<0.1%
American Century Inflation Adjusted Bond IV Mutual Fund N/A	Other securities	—	—	$8K	<0.1%
Janus Henderson Enterprise Fund Class T Mutual Fund N/A	Mutual Funds	—	—	$5K	<0.1%
Fidelity Extended Market Index Mutual Fund N/A	Mutual Funds	—	—	$5K	<0.1%
Fidelity Freedom 2015 K Mutual Fund N/A	Mutual Funds	—	—	$5K	<0.1%
Cohen & Steers Realty Mutual Fund N/A	Other securities	—	—	$2K	<0.1%