How big is Vision Financial Management LLC's plan?

Vision Financial Management LLC's plan reported $105K in assets and 4 participants for 2024.

Original filing (PDF)20250925152032NAL0003615107001

Vision Financial Management LLC

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

Form 5500-SF

FILING_RECEIVED

Vision Financial Management LLC Cash Balance Plan

Defined-benefit pension plan · Vision Financial Management LLC's Vision Financial Management LLC Cash Balance Plan held $105K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

People on this filing

Anthony Warren signed Vision Financial Management LLC's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Vision Financial Management LLC's EIN is 46-4106594.

EIN 46-4106594

Plan number 002

Plan year 2024

ACK ID 20250925152032NAL0003615107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vision Financial Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vision Financial Management 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 VISION FINANCIAL MANAGEMENT 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