How big is Retirement Visions, LLC's plan?

Retirement Visions, LLC's plan reported $708K in assets and 8 participants for 2024.

Original filing (PDF)20250929085725NAL0004924291001

Retirement Visions, LLC

Name: Retirement Visions, LLC — Retirement Visions, LLC, Form 5500 (2024)
Creator: Retirement Visions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Visions, LLC Cash Balance Plan

Defined-benefit pension plan · Retirement Visions, LLC's Retirement Visions, LLC Cash Balance Plan held $708K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$708K

Net assets (EOY)

$708K

People on this filing

Jay Gershman signed Retirement Visions, LLC's 2024 Form 5500 as plan administrator.

Jay Gershman — 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

Retirement Visions, LLC's EIN is 45-0565340.

EIN 45-0565340

Plan number 002

Plan year 2024

ACK ID 20250929085725NAL0004924291001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Retirement Visions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Retirement Visions, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RETIREMENT VISIONS, LLC.

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Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score