How big is Safe Transitions, Inc. DBA Visionary Home Care's plan?

Safe Transitions, Inc. DBA Visionary Home Care's plan reported $1.3M in assets and 73 participants for 2024.

Original filing (PDF)20251106093312NAL0012041025001

Safe Transitions, Inc. DBA Visionary Home Care

Name: Safe Transitions, Inc. DBA Visionary Home Care — Form 5500 Plan 001 (2024)
Creator: Safe Transitions, Inc. DBA Visionary Home Care
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Safe Transitions, Inc. 401(k) Plan

401(k) retirement plan · Safe Transitions, Inc. DBA Visionary Home Care's Safe Transitions, Inc. 401(k) Plan held $1.3M in plan assets for 73 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Julie Bogenholm signed Safe Transitions, Inc. DBA Visionary Home Care's 2024 Form 5500 as plan administrator.

Julie Bogenholm — 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

Safe Transitions, Inc. DBA Visionary Home Care's EIN is 41-1837982.

EIN 41-1837982

Plan number 001

Plan year 2024

ACK ID 20251106093312NAL0012041025001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Safe Transitions, Inc. DBA Visionary Home Care from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Safe Transitions, Inc. DBA Visionary Home Care's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAFE TRANSITIONS, INC. DBA VISIONARY HOME CARE.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off