Original filing (PDF)20231013092408NAL0043953216001

VI-JON, LLC

Name: VI-JON, LLC — VI-JON PERSONAL CHOICE 401(K) RETIREMENT PLAN FKA CUMBERLAND SWAN HOLDINGS, INC. RETIREMENT INCOME SAVINGS PLAN, Form 5500 (2022)
Creator: VI-JON, LLC

Form 5500

FILING_RECEIVED

VI-JON PERSONAL CHOICE 401(K) RETIREMENT PLAN FKA CUMBERLAND SWAN HOLDINGS, INC. RETIREMENT INCOME SAVINGS PLAN

401(k) retirement plan

Active participants

1,241

Accounts w/ balance

1,689

Plan assets (EOY)

$72.0M

Net assets (EOY)

$72.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VI-JON, LLC.

Plan sponsor

Name

VI-JON, LLC

EIN

62-1788002

Address

8515 PAGE AVENUE · ST. LOUIS, MO · 63114

Phone

(314) 592-1560

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-13

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$77K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$33K	—

Accountant / Auditor

Name	EIN	Location	Relation

Investments

1 pooled fund· $7.0M(10% of reported assets)

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.