How big is Vision Investment Group Inc.'s plan?

Vision Investment Group Inc.'s plan reported $344K in assets and 115 participants for 2025.

Original filing (PDF)20260409143321NAL0012954992001

Vision Investment Group Inc.

Name: Vision Investment Group Inc. — Vision-Trinity 401(k), Form 5500 (2025)
Creator: Vision Investment Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vision-Trinity 401(k) Plan

401(k) retirement plan · Vision Investment Group Inc.'s Vision-Trinity 401(k) Plan held $344K in plan assets for 115 participants in 2025.

Active participants

115

Accounts w/ balance

Plan assets (EOY)

$344K

Net assets (EOY)

$344K

People on this filing

James Miller signed Vision Investment Group Inc.'s 2025 Form 5500 as plan administrator.

James Miller — 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 Investment Group Inc.'s EIN is 35-2070672.

EIN 35-2070672

Plan number 001

Plan year 2025

ACK ID 20260409143321NAL0012954992001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Vision Investment Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Vision Investment Group Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VISION INVESTMENT GROUP INC..

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Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score