Katie Horne signed Vision Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vision Bank's EIN is 73-0120518.
Download the official 2024 Form 5500 (PDF) for Vision Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vision Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $41K | — |
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $18.8M | 90.5% | |
| LARGE CAP GROWTH FUND III CLASSE R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $325K | 1.6% | |
| SMALL CAP VALUE FUND II CLASS R1 GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $32K | 0.2% | |
| MID CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
| ALLIANT INSURANCE SERVICES |
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $44K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE BENEFITS GROUP, LLC | 73-1554797 | — | CONTRACT ADMIN | $13K | — |
