Leslie Dippel signed VI-JON, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VI-JON, LLC's EIN is 62-1788002.
Download the official 2022 Form 5500 (PDF) for VI-JON, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)VI-JON, LLC's plan includes a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $33K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $9.1M | $10.3M | 14.4% | |
| FA STABLE VALUE I | Stable Value | — | $7.5M | $7.5M | 10.4% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $7.0M | 9.7% | |
| AM CENT OC 2030 I | Other securities | — | $7.5M | $6.5M | 9.0% | |
| AB LG CAP GRTH Z | Other securities | — | $6.5M | $6.0M | 8.4% | |
| PUTN LG CAP VAL R6 | Other securities | — | $5.8M | $5.3M | 7.3% | |
| AM CENT OC 2025 I | Other securities | — | $5.9M | $5.1M | 7.0% | |
| AM CENT OC 2035 I | Other securities | — | $5.4M | $4.6M | 6.4% | |
| CRLN E MID CAP GR R6 | Other securities | — | $3.4M | $4.0M | 5.5% | |
| AM CENT OC 2040 I | Other securities | — | $4.4M | $3.8M | 5.2% | |
| AM CENT OC 2045 I | Other securities | — | $3.5M | $3.1M | 4.3% | |
| AM CENT OC IN RTM I | Other securities | — | $2.8M | $2.5M | 3.4% | |
| MFS INTL DIVRSN R4 | Mutual Funds | — | $2.4M | $2.4M | 3.4% | |
| AM CENT OC 2050 I | Other securities | — | $2.6M | $2.3M | 3.2% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $1.7M | 2.4% | |
| TRP SM CAP STOCK | Other securities | — | $1.6M | $1.6M | 2.2% | |
| FA LTD TERM BOND I | Common Stocks | — | $1.6M | $1.5M | 2.1% | |
| PIM TOTAL RT INST | Other securities | — | $1.5M | $1.2M | 1.7% | |
| AM CENT OC 2055 I | Other securities | — | $1.3M | $1.2M | 1.6% | |
| AS SPL MID CP VAL R6 | Other securities | — | $834K | $847K | 1.2% | |
| AM CENT OC 2060 I | Other securities | — | $883K | $777K | 1.1% | |
| PIF SMCP VAL II IS | Other securities | — | $316K | $277K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKD | 44-0160260 | — | ACCOUNTANT/AUDITOR | $15K | — |
