How big is Visionary Wealth Advisors, LLC.'s plan?

Visionary Wealth Advisors, LLC.'s plan reported $1.1M in assets and 14 participants for 2024.

Original filing (PDF)20250822122733NAL0002539075001

Visionary Wealth Advisors, LLC.

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

Form 5500-SF

FILING_RECEIVED

Visionary Wealth Advisors, LLC. Retirement Plan

401(k) retirement plan · Visionary Wealth Advisors, LLC.'s Visionary Wealth Advisors, LLC. Retirement Plan held $1.1M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Deborah MALM signed Visionary Wealth Advisors, LLC.'s 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Visionary Wealth Advisors, LLC.'s EIN is 46-5210986.

EIN 46-5210986

Plan number 001

Plan year 2024

ACK ID 20250822122733NAL0002539075001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Visionary Wealth Advisors, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VISIONARY WEALTH ADVISORS, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score