Back to filter
Original filing (PDF)20250422094210NAL0004075425001
VISIONARY SOLUTION LLC
Form 5500-SF
FILING_RECEIVED
VISIONARY SOLUTION LLC- 401(K)
401(k) retirement plan
Signals · 1
Late filing · 5.2 mo
Active participants
28
Accounts w/ balance
31
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
79
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 5.2 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISIONARY SOLUTION LLC.
Plan sponsor
Name
VISIONARY SOLUTION LLC
EIN
57-0665106
Address
1522 S CHILDS RD · KEARNEYSVILLE, WV · 25430
Phone
(304) 820-5376
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-04-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
YOUAPPI INC
YOUAPPI INC 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 11 participants
OMBUD, INC.
OMBUD, INC. 401(K) PLAN
$1.0M · 27 participants
ZAPPYSYS, LLC
ZAPPYSYS 401(K) PLAN
$1.0M · 3 participants
LUMOS TECHNOLOGIES, INC
LUMOS TECHNOLOGIES, INC 401(K) PLAN
$1.0M · 18 participants
ASHKORE TECHNICAL SOLUTIONS, LLC
ASHKORE RETIREMENT PLAN
$1.0M · 6 participants
RAIN PARTNERS, LLC
RAIN PARTNERS, LLC VIP PLAN
$1.0M · 3 participants
Large plans in West Virginia
WVU HEALTH SYSTEM
WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN
$1.8B · 32,450 participants
ORRICK, HERRINGTON & SUTCLIFFE LLP
ORRICK, HERRINGTON & SUTCLIFFE LLP RETIREMENT PLAN
$1.2B · 1,870 participants
VANDALIA HEALTH, INC.
VANDALIA HEALTH SYSTEM 401(K) RETIREMENT SAVINGS P
$852.8M · 11,194 participants
WEST VIRGINIA LABORERS PENSION TRUST FUND
WEST VIRGINIA LABORERS PENSION TRUST FUND
$570.0M · 2,157 participants
I.U.O.E. LOCAL 132 PENSION FUND
I.U.O.E. LOCAL 132 PENSION FUND
$559.3M · 1,524 participants
BOARD OF TRUSTEES OF THE UMWA 1985 CONSTRUCTION WORKERS
UNITED MINE WORKERS OF AMERICA 1985 CONSTRUCTION WORKERS PENSION PLAN
$469.6M · 195 participants