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

Wisconsin Vision, Inc.'s plan reported $19.2M in assets and 235 participants for 2024.

Original filing (PDF)20251013092244NAL0000921697001

Wisconsin Vision, Inc.

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

Form 5500

FILING_RECEIVED

Wisconsin Vision, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Wisconsin Vision, Inc.'s Wisconsin Vision, Inc. 401(k) Profit Sharing Plan held $19.2M in plan assets for 235 participants in 2024, with PPG Retirement Plan Services as recordkeeper.

Active participants

235

Accounts w/ balance

143

Plan assets (EOY)

$19.2M

Net assets (EOY)

$19.2M

People on this filing

Darren Horndasch signed Wisconsin Vision, Inc.'s 2024 Form 5500 as plan administrator.

Darren Horndasch — 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

Wisconsin Vision, Inc.'s EIN is 39-1296491.

EIN 39-1296491

Plan number 001

Plan year 2024

ACK ID 20251013092244NAL0000921697001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wisconsin Vision, 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 WISCONSIN VISION, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (24th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

High average account balance (85th percentile).

Plan sponsor

Name

WISCONSIN VISION, INC.

EIN

all filings

Address

16800 W. CLEVELAND · NEW BERLIN, WI · 53151

Phone

(262) 432-2005

Industry

Health Care & Social Assistance

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PPG RETIREMENT PLAN SERVICES	39-1915811	KENOSHA, WI	TPA	$0	—
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	SERVICE PROVIDER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL CORPORATION

Investments

32 direct securities · 1 pooled fund· $36.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$19.2M

1 holding

Pooled Separate Accounts

$16.1M

31 holdings

Stable Value

$1.1M

1 holding

					% of plan
VRIAC SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$19.2M	100.0%
American Funds 2035 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$3.0M	15.4%
American Funds 2030 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$2.9M	15.0%
American Funds 2045 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$2.0M	10.5%
American Funds 2040 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$1.4M	7.5%
Metlife Stable Value Fund Pooled separate account	Stable Value	—	—	$1.1M	5.5%
American Funds 2055 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$1.0M	5.3%
American Funds 2050 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$874K	4.6%
Vanguard 500 Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$854K	4.5%
Fidelity Adv Equity Growth Fund Pooled separate account	Pooled Separate Accounts	—	—	$739K	3.8%
American Funds 2070 Target Date Pooled separate account ** 423 American Funds Am Balanced Pooled separate account	Pooled Separate Accounts	—	—	$632K	3.3%
Vanguard Value Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$511K	2.7%
American Funds 2020 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$364K	1.9%
American Funds 2060 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$347K	1.8%
Vanguard Sm-Cap Val Index Fnd Pooled separate account	Pooled Separate Accounts	—	—	$243K	1.3%
Fidelity Adv Divr International Fund Pooled separate account	Pooled Separate Accounts	—	—	$205K	1.1%
Carillon Eagle Mid Cap Growth Pooled separate account	Pooled Separate Accounts	—	—	$169K	0.9%
PIMCO Income Fund Pooled separate account	Pooled Separate Accounts	—	—	$136K	0.7%
Vanguard Total Intl Stk Index Fd Pooled separate account	Pooled Separate Accounts	—	—	$118K	0.6%
BlackRock High Yield Bond Port Pooled separate account	Pooled Separate Accounts	—	—	$116K	0.6%
Invesco Corporate Bond Fund Pooled separate account	Pooled Separate Accounts	—	—	$80K	0.4%
DFA Inflat-Prot Securities Port Pooled separate account	Pooled Separate Accounts	—	—	$72K	0.4%
Vanguard Mid-Cap VI Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$71K	0.4%
Vanguard Mid-Cap Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$69K	0.4%
Vanguard Small-Cap Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$67K	0.4%
American Funds 2065 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$36K	0.2%
DFA International Value Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$34K	0.2%
Voya Gov Money Mkt Fnd Pooled separate account ** 2 * Voya Intermediate Bond Fund Pooled separate account	Pooled Separate Accounts	—	—	$27K	0.1%
ClrBrg Sm Cp Growth Fnd Pooled separate account	Pooled Separate Accounts	—	—	$26K	0.1%
BlackRock Emerging Markets Fund Pooled separate account	Pooled Separate Accounts	—	—	$13K	<0.1%
American Funds 2015 Target Date Pooled separate account	Pooled Separate Accounts	—	—	$13K	<0.1%
Fidelity Adv Int Small Cap Fund K Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%
PIMCO Intl Bd Fd US DI-Hdg I Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%