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Original filing (PDF)20250917135629NAL0000416993001
VISTECH MANUFACTURING SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
VISTECH MANUFACTURING SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
455
Accounts w/ balance
285
Plan assets (EOY)
$19.5M
Net assets (EOY)
$19.5M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 45 bps in Schedule C fees — 57% above peer band of 29 bps.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISTECH MANUFACTURING SOLUTIONS, LLC.
Plan sponsor
Name
VISTECH MANUFACTURING SOLUTIONS, LLC
EIN
75-3104382
Address
1156 SCENIC DR STE 120 · MODESTO, OH · 95350
Phone
(229) 891-8718
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $27K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $22K | — |
Investments
33 direct securities· $19.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB Large Cap Growth Mutual Funds | — | — | — | $3.2M | 16.3% | |
| American Funds 2040 Target Date Retirement Mutual Funds | — | — | — | $1.9M | 9.9% | |
| American Funds 2030 Target Date Retirement Mutual Funds | — | — | — | $1.5M | 7.5% | |
| Ishares S&P 500 Index Mutual Funds | — | — | — | $1.3M | 6.7% | |
| American Funds 2025 Target Date Retirement Mutual Funds | — | — | — | $1.3M | 6.6% | |
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract | — | — | — | $1.3M | 6.4% | |
| American Funds 2035 Target Date Retirement Mutual Funds | — | — | — | $1.0M | 5.2% | |
| Notes receivable from participants Interest from 4.25% to 9.50% $ - | — | — | — | $966K | 5.0% | |
| Ishares Russell Mid-Cap Index Mutual Funds | — | — | — | $751K | 3.9% | |
| American Funds American Balanced Mutual Funds | — | — | — | $682K | 3.5% | |
| American Funds 2045 Target Date Retirement Mutual Funds | — | — | — | $608K | 3.1% | |
| Ishares MSCI EAFE International Index Mutual Funds | — | — | — | $532K | 2.7% | |
| Ishares Russell 2000 Small-Cap Index Mutual Funds | — | — | — | $452K | 2.3% | |
| Pimco Income Institutional Mutual Funds | — | — | — | $431K | 2.2% | |
| Guggenheim Total Return Bond Mutual Funds | — | — | — | $391K | 2.0% | |
| American Funds New World Mutual Funds | — | — | — | $373K | 1.9% | |
| American Funds Europacific Growth Mutual Funds | — | — | — | $356K | 1.8% | |
| American Funds 2015 Target Date Retirement Mutual Funds | — | — | — | $337K | 1.7% | |
| American Funds 2060 Target Date Retirement Mutual Funds | — | — | — | $241K | 1.2% | |
| American Funds Washington Mutual Funds | — | — | — | $206K | 1.1% | |
| American Funds 2020 Target Date Retirement Mutual Funds | — | — | — | $203K | 1.0% | |
| Blackrock Inflation Protected Bond Mutual Funds | — | — | — | $193K | 1.0% | |
| American Funds 2010 Target Date Retirement Mutual Funds | — | — | — | $151K | 0.8% | |
| American Funds 2050 Target Date Retirement Mutual Funds | — | — | — | $144K | 0.7% | |
| Nuveen Large Cap Growth Index Mutual Funds | — | — | — | $142K | 0.7% | |
| Nuveen Large Cap Value Index Mutual Funds | — | — | — | $141K | 0.7% | |
| Blackrock Advantage Small Cap Growth Institutional Mutual Funds | — | — | — | $130K | 0.7% | |
| American Funds New Perspective Mutual Funds | — | — | — | $129K | 0.7% | |
| Transamerica International Equity Mutual Funds | — | — | — | $121K | 0.6% | |
| AB Global Bond Mutual Funds | — | — | — | $114K | 0.6% | |
| AB High Income Mutual Funds | — | — | — | $113K | 0.6% | |
| Virtus Ceredex Mid-Cap Value Equity Mutual Funds | — | — | — | $80K | 0.4% | |
| American Funds 2055 Target Date Retirement Mutual Funds | — | — | — | $69K | 0.4% |