How big is Visionpoint Marketing, LLC's plan?

Visionpoint Marketing, LLC's plan reported $4.1M in assets and 55 participants for 2024.

Original filing (PDF)20250718154859NAL0003084384001

Visionpoint Marketing, LLC

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

Form 5500-SF

FILING_RECEIVED

Visionpoint Marketing 401(k) Plan

401(k) retirement plan · Visionpoint Marketing, LLC's Visionpoint Marketing 401(k) Plan held $4.1M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Marcus Bowie signed Visionpoint Marketing, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Visionpoint Marketing, LLC's EIN is 56-2247758.

EIN 56-2247758

Plan number 001

Plan year 2024

ACK ID 20250718154859NAL0003084384001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Visionpoint Marketing, LLC's plan includes profit-sharing, 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 VISIONPOINT MARKETING, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

VISIONPOINT MARKETING, LLC

EIN

all filings

Address

150 FAYETTEVILLE ST. SUITE 300 · RALEIGH, NC · 27601

Phone

(919) 848-2018

Industry

Professional & Technical Services

Plan administrator