How big is Vision Management, LLC's plan?

Vision Management, LLC's plan reported $1.1M in assets and 72 participants for 2023.

Original filing (PDF)20240910141307NAL0013295106001

Vision Management, LLC

Name: Vision Management, LLC — Somerset-Minot, LLC 401(k), Form 5500 (2023)
Creator: Vision Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Somerset-Minot, LLC 401(k) Plan

401(k) retirement plan · Vision Management, LLC's Somerset-Minot, LLC 401(k) Plan held $1.1M in plan assets for 72 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Vision Management, LLC's EIN is 45-0454355.

EIN 45-0454355

Plan number 001

Plan year 2023

ACK ID 20240910141307NAL0013295106001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Vision Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Vision Management, LLC'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 VISION MANAGEMENT, LLC.

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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