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Original filing (PDF)20251014165750NAL0006886402001
VIZION HEALTH - OKLAHOMA, LLC
Form 5500
FILING_RECEIVED
VIZION HEALTH 401(K) PLAN
401(k) retirement plan
Signals · 2
43% in single holdingNo recordkeeper disclosed
Active participants
390
Accounts w/ balance
149
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
79
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "As of December 31, 2024 (a)* Identity of Investment and Issuer (b) Description of Investment (c) Cost (d)** Current Value (e) OneAmerica Financial Partners, Inc. Fidelity Invest Trust Balanced A" is 43% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIZION HEALTH - OKLAHOMA, LLC.
Plan sponsor
Name
VIZION HEALTH - OKLAHOMA, LLC
EIN
47-5231054
Address
130 A STREET SOUTHWEST · MIAMI, OK · 743546806
Phone
(918) 542-1836
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOOD AND ASSOCIATES CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVMT ADV | 82-1364595 | — | NONE | $10K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
Investments
26 direct securities · 1 pooled fund· $6.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$3.3M
1 holding
Uncategorized
$3.3M
26 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $3.3M | 98.3% | |
| As of December 31, 2024 (a)* Identity of Investment and Issuer (b) Description of Investment (c) Cost (d)** Current Value (e) OneAmerica Financial Partners, Inc. Fidelity Invest Trust Balanced A | — | — | — | $1.4M | 42.0% | |
| OneAmerica Financial Partners, Inc. Fideltiy Invest Trust Growth A | — | — | — | $610K | 18.4% | |
| OneAmerica Financial Partners, Inc. Vanguard 500 Index Adm | — | — | — | $342K | 10.3% | |
| OneAmerica Financial Partners, Inc. JP Morgan Large Cap Growth R6 | — | — | — | $152K | 4.6% | |
| OneAmerica Financial Partners, Inc. Vanguard Target Retirement 2035 Inv | — | — | — | $138K | 4.2% | |
| OneAmerica Financial Partners, Inc. Vanguard Target Retirement 2055 Inv | — | — | — | $93K | 2.8% | |
| OneAmerica Financial Partners, Inc. Fidelity Invest Trust Aggressive A | — | — | — | $73K | 2.2% | |
| OneAmerica Financial Partners, Inc. JP Morgan Mid Cap Growth R6 | — | — | — | $62K | 1.9% | |
| OneAmerica Financial Partners, Inc. Vanguard Small Cap Index Adm | — | — | — | $60K | 1.8% | |
| OneAmerica Financial Partners, Inc. Vanguard Mid Cap Index Adm | — | — | — | $60K | 1.8% | |
| OneAmerica Financial Partners, Inc. Vanguard Target Retirement 2030 Inv | — | — | — | $57K | 1.7% | |
| OneAmerica Financial Partners, Inc. Vanguard Target Retirement 2060 Inv | — | — | — | $49K | 1.5% | |
| OneAmerica Financial Partners, Inc. Vanguard Target Retirement 2050 Inv | — | — | — | $49K | 1.5% | |
| OneAmerica Financial Partners, Inc. Vanguard Small Cap Value Index Adm | — | — | — | $24K | 0.7% | |
| OneAmerica Financial Partners, Inc. Fidelity Invest Mod-Conservative A | — | — | — | $24K | 0.7% | |
| OneAmerica Financial Partners, Inc. Vanguard Target Retirement 2045 | — | — | — | $14K | 0.4% | |
| OneAmerica Financial Partners, Inc. Vanguard Target Retirement 2025 Inv | — | — | — | $14K | 0.4% | |
| OneAmerica Financial Partners, Inc. Vanguard Target Retirement 2065 Inv | — | — | — | $10K | 0.3% | |
| OneAmerica Financial Partners, Inc. Fidelity Invest Trust Conservative A 622 OneAmerica Financial Partners, Inc. Vanguard Equity-Income Adm | — | — | — | $8K | 0.3% | |
| OneAmerica Financial Partners, Inc. Amerccent Small Cap Growth R6 | — | — | — | $7K | 0.2% | |
| OneAmerica Financial Partners, Inc. Vanguard Target Retirement 2040 Inv | — | — | — | $7K | 0.2% | |
| OneAmerica Financial Partners, Inc. Vanguard Target Retirement 2020 Inv | — | — | — | $4K | 0.1% | |
| OneAmerica Financial Partners, Inc. MFS Mid Cap Value R6 | — | — | — | $3K | 0.1% | |
| OneAmerica Financial Partners, Inc. MFS Intl Growth R6 | — | — | — | $3K | <0.1% | |
| OneAmerica Financial Partners, Inc. Vanguard Target Retirement 2070 Inv | — | — | — | $2K | <0.1% | |
| OneAmerica Financial Partners, Inc. Blackrock Strategic Global BD K | — | — | — | $1K | <0.1% |