Vision Partners LLC's EIN is 37-1882078.
Download the official 2024 Form 5500 (PDF) for Vision Partners LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vision Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $79K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $300 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| EMPOWER FINANCIAL SERVICES, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index I | Common Collective Trusts | — | — | $6.9M | 13.5% | |
| TIAA-CREF Lifecycle Index 2030 Inst | Mutual Funds | — | — | $6.3M | 12.3% | |
| Various Self-directed, participant brokerage accounts | Self-Directed Brokerage | — | — | $6.0M | 11.8% | |
| TIAA-CREF Lifecycle Index 2040 Inst | Mutual Funds | — | — | $4.6M | 9.1% | |
| TIAA-CREF Lifecycle Index 2035 Inst | Mutual Funds | — | — | $3.8M | 7.5% | |
| TIAA-CREF Lifecycle Index 2025 Inst | Mutual Funds | — | — | $2.8M | 5.4% | |
| TIAA-CREF Lifecycle Index 2050 Instl | Mutual Funds | — | — | $2.4M | 4.7% | |
| Amana Trust Growth | Other securities | — | — | $1.7M | 3.4% | |
| American Funds American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $1.5M | 3.0% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $1.5M | 2.9% | |
| iShares Russell Mid-Cap Index Ins | Other securities | — | — | $1.3M | 2.6% | |
| Goldman Sachs Goldman Sachs US Equity Insights Instl | Other securities | — | — | $1.3M | 2.6% | |
| TIAA-CREF Lifecycle Index 2055 Inst | Mutual Funds | — | — | $1.2M | 2.3% | |
| iShares Russell 2000 Small-Cap Index I | Common Collective Trusts | — | — | $1.2M | 2.3% | |
| TIAA-CREF Lifecycle Index 2020 Inst | Mutual Funds | — | — | $839K | 1.6% | |
| JPMorgan Large Cap Value R6 | Other securities | — | — | $538K | 1.1% | |
| RELIANCE METLIFE SERIES 25053 C10 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $532K | 1.0% | |
| TIAA-CREF Lifecycle Index 2015 Inst | Mutual Funds | — | — | $531K | 1.0% | |
| TIAA-CREF Lifecycle Index 2060 Instl | Mutual Funds | — | — | $526K | 1.0% | |
| Participant loans*** 3.25% to 9.50%, maturing 2025-2029 | Bonds / Notes | — | — | $395K | 0.8% | |
| Vanguard International Value Portfolio | Mutual Funds | — | — | $373K | 0.7% | |
| DFA Emerging DFA Emerging Markets I | Mutual Funds | — | — | $344K | 0.7% | |
| American Funds American Funds Fundamental Investors R5 | Mutual Funds | — | — | $323K | 0.6% | |
| American Beacon American Beacon Small Cp Val R5 | Other securities | — | — | $287K | 0.6% | |
| TIAA-CREF Lifecycle Index Ret Inc Inst | Mutual Funds | — | — | $241K | 0.5% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $204K | 0.4% | |
| American Beacon American Beacon Shapiro SMID Cap Eq R5 | Other securities | — | — | $192K | 0.4% | |
| Hartford MidCap R6 | Other securities | — | — | $178K | 0.4% | |
| Janus Henderson Janus Henderson Triton I | Mutual Funds | — | — | $174K | 0.3% | |
| Dreyfus Government Cash Mgmt Instl | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GREENWOOD VILLAGE, CO |
| RECORDKEEPER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIES UNLIMITED INC. | — | ENCINO, CA | CONTRACT ADMIN | $16K | — |
