How big is Whitsett Vision Group PLLC's plan?

Whitsett Vision Group PLLC's plan reported $6.5M in assets and 57 participants for 2024.

Original filing (PDF)20250911221733NAL0000852305001

Whitsett Vision Group PLLC

Name: Whitsett Vision Group PLLC — Whitsett Vision Group, Form 5500 (2024)
Creator: Whitsett Vision Group PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitsett Vision Group PLLC 401(k) PS Plan and Trust

401(k) retirement plan · Whitsett Vision Group PLLC's Whitsett Vision Group PLLC 401(k) PS Plan and Trust held $6.5M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan identifiers

Whitsett Vision Group PLLC's EIN is 81-4023726.

EIN 81-4023726

Plan number 001

Plan year 2024

ACK ID 20250911221733NAL0000852305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whitsett Vision Group PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whitsett Vision Group PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITSETT VISION GROUP PLLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score